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.
Get email alerts when Nelson Peltz files a new 13F — sign in or create a free account.
Updated 2026-05-30 from SEC 13F data.
Live quotes available for 9 of 10 rows. Rows without a quote are marked unavailable.
| 1 | JHG | Janus Henderson Group plc | 30.84% | - | 31,867,800 | $1.15B | $36.15 | |
| 2 | GE | GE Aerospace | 21.59% | - | 4,030,213 | $806.65M | $200.15 | |
| 3 | SOLV | Solventum Corporation | 17.23% | - | 8,462,819 | $643.51M | $76.04 | |
| 4 | WEN | Wendys Co. | 11.91% | Reduce -0.3% | 30,423,683 | $445.1M | $14.63 | |
| 5 | IVZ | Invesco Ltd. | 9.41% | - | 23,173,442 | $351.54M | $15.17 | |
| 6 | FERG | Ferguson Plc New | 4.33% | Reduce -18.5% | 1,008,765 | $161.63M | $160.23 | |
| 7 | UHAL-B | U-Haul Holding Company - B | 1.78% | - | 1,124,700 | $66.56M | $59.18 | |
| 8 | - | The Allstate CorporationCUSIP 200021014 | 1.76% | Add +3.6% | 317,650 | $65.78M | No quote | No quote |
| 9 | UHAL | U-Haul Holding Company | 1.14% | - | 652,000 | $42.61M | $65.36 | |
| 10 | GEHC | GE HealthCare Technologies Inc. | 0.01% | - | 4,029 | $325.18K | $80.71 |