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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 2026-05-07 from SEC 13F data.

Live quotes available for 7 of 10 rows. Rows without a quote are marked unavailable.

1JHGJanus Henderson Group plc34.53%-31,867,800$1.42B$44.5152w: $28.26 - $46.68; reported $44.51
2GEGE Aerospace29.52%-4,030,213$1.21B$300.8252w: $159.36 - $307.25; reported $300.82
3SOLVSolventum Corporation15.04%-8,462,819$617.79M$73.0052w: $60.70 - $85.92; reported $73.00
4IVZInvesco Ltd.8.17%-14,628,455$335.58M$22.9452w: $11.60 - $23.20; reported $22.94
5WENWendys Co.6.79%Add +0.0%30,437,023$278.8M$9.1652w: $9.01 - $20.60; reported $9.16
6FERGFerguson Plc New5.94%-1,086,357$243.97M$224.5852w: $146.00 - $243.40; reported $224.58
7GEHCGE HealthCare Technologies Inc.0.01%-4,029$302.58K$75.1052w: $57.65 - $94.80; reported $75.10
10UHAL-BU-Haul Holding Company - B-Sold0$0No quoteNo quote
9UHALU-Haul Holding Company-Sold0$0No quoteNo quote
8-The Allstate CorporationCUSIP 200021014-Sold0$0No quoteNo quote