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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 2026-05-30 from SEC 13F data.

Live quotes available for 9 of 10 rows. Rows without a quote are marked unavailable.

1JHGJanus Henderson Group plc30.84%-31,867,800$1.15B$36.1552w: $30.35 - $46.68; reported $36.15
2GEGE Aerospace21.59%-4,030,213$806.65M$200.1552w: $133.99 - $214.21; reported $200.15
3SOLVSolventum Corporation17.23%-8,462,819$643.51M$76.0452w: $47.16 - $85.92; reported $76.04
4WENWendys Co.11.91%Reduce -0.3%30,423,683$445.1M$14.6352w: $13.72 - $20.65; reported $14.63
5IVZInvesco Ltd.9.41%-23,173,442$351.54M$15.1752w: $14.16 - $19.55; reported $15.17
6FERGFerguson Plc New4.33%Reduce -18.5%1,008,765$161.63M$160.2352w: $152.52 - $225.63; reported $160.23
7UHAL-BU-Haul Holding Company - B1.78%-1,124,700$66.56M$59.1852w: $56.71 - $73.97; reported $59.18
8-The Allstate CorporationCUSIP 2000210141.76%Add +3.6%317,650$65.78MNo quoteNo quote
9UHALU-Haul Holding Company1.14%-652,000$42.61M$65.3652w: $59.70 - $79.04; reported $65.36
10GEHCGE HealthCare Technologies Inc.0.01%-4,029$325.18K$80.7152w: $74.51 - $94.80; reported $80.71