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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 9 rows. Rows without a quote are marked unavailable.

1DISThe Walt Disney Company41.67%Reduce -1.6%32,337,856$2.92B$90.2952w: $78.73 - $118.18; reported $90.29
2JHGJanus Henderson Group plc13.71%-31,867,800$960.81M$30.1552w: $22.18 - $31.30; reported $30.15
3FERGFerguson Plc New11.55%Reduce -22.6%4,190,252$809.01M$193.0752w: $123.17 - $194.13; reported $193.07
4WENWendys Co.8.75%Reduce -5.7%31,467,150$612.98M$19.4852w: $18.19 - $23.90; reported $19.48
5IVZInvesco Ltd.8.64%-33,940,096$605.49M$17.8452w: $12.48 - $20.56; reported $17.84
6GEGeneral Electric Co.7.34%Add +0.0%4,030,213$514.38M$127.6352w: $52.05 - $103.11; reported $127.63
7-The Allstate CorporationCUSIP 2000210145.58%Reduce -23.3%2,793,098$390.98MNo quoteNo quote
8GEHCGE HealthCare Technologies Inc.1.48%Add +0.0%1,342,833$103.83M$77.3252w: $53.50 - $87.83; reported $77.32
9SYYSysco Corporation1.28%-1,223,500$89.47M$73.1352w: $62.24 - $82.38; reported $73.13