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Focused investors/Nelson Peltz

Nelson Peltz - Trian Fund Management

As of Q1 2026, this manager reported 8 long-equity positions worth $3.86B in aggregate.

As of Q1 2026, Nelson Peltz's Trian Fund Management held 8 long-equity positions with a reported value of $3.86B.

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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Financial Services: 44.3% ($1.71B)Industrials: 36.2% ($1.4B)Healthcare: 13.9% ($538.15M)Consumer Cyclical: 5.5% ($211.6M)Consumer Defensive: 0.1% ($3.6M)

Sector breakdown

  • Financial Services(2)44.3%
  • Industrials(2)36.2%
  • Healthcare(2)13.9%
  • Consumer Cyclical(1)5.5%
  • Consumer Defensive(1)0.1%