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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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Updated 2026-05-11 from SEC 13F data.

Live quotes available for 8 of 8 rows. Rows without a quote are marked unavailable.

1JHGJanus Henderson Group plc22.63%-31,867,800$848.96M$26.6452w: $19.09 - $36.00; reported $26.64
2FERGFerguson Plc New20.91%-5,864,000$784.31M$133.7552w: $99.16 - $149.81; reported $133.75
3DISThe Walt Disney Company15.79%-5,916,684$592.44M$100.1352w: $84.07 - $139.26; reported $100.13
4IVZInvesco Ltd.14.84%-33,940,096$556.62M$16.4052w: $13.20 - $23.64; reported $16.40
5WENWendys Co.12.60%-21,705,770$472.75M$21.7852w: $15.77 - $23.78; reported $21.78
6GEGeneral Electric Co.10.27%-4,028,998$385.17M$95.6052w: $37.34 - $76.35; reported $95.60
7GEHCGE HealthCare Technologies Inc.2.94%-1,342,830$110.15M$82.0352w: $53.00 - $82.59; reported $82.03
8MDLZMondelez Intl Inc.0.03%-16,530$1.15M$69.7252w: $54.72 - $70.39; reported $69.72