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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 2026-05-10 from SEC 13F data.

Live quotes available for 8 of 10 rows. Rows without a quote are marked unavailable.

1DISThe Walt Disney Company40.52%Add +411.6%32,868,307$2.66B$81.0552w: $79.22 - $118.18; reported $81.05
2FERGFerguson Plc New13.55%Reduce -1.4%5,415,218$890.64M$164.4752w: $99.16 - $170.27; reported $164.47
3JHGJanus Henderson Group plc12.52%-31,867,800$822.83M$25.8252w: $19.09 - $31.30; reported $25.82
4WENWendys Co.10.35%Add +60.9%33,350,743$680.69M$20.4152w: $18.55 - $23.90; reported $20.41
5IVZInvesco Ltd.7.50%-33,940,096$492.81M$14.5252w: $13.20 - $20.56; reported $14.52
6GEGeneral Electric Co.6.78%Add +0.0%4,029,840$445.5M$110.5552w: $38.72 - $94.14; reported $110.55
7-The Allstate CorporationCUSIP 2000210146.17%New3,643,618$405.94MNo quoteNo quote
8GEHCGE HealthCare Technologies Inc.1.39%-1,342,830$91.37M$68.0452w: $53.00 - $87.83; reported $68.04
9SYYSysco Corporation1.23%New1,223,500$80.81M$66.0552w: $64.82 - $87.41; reported $66.05
10MDLZMondelez Intl Inc.-Sold0$0No quoteNo quote