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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 7 rows. Rows without a quote are marked unavailable.

1JHGJanus Henderson Group plc38.05%-31,867,800$1.52B$47.5752w: $28.26 - $49.42; reported $47.57
2GEGE Aerospace31.16%Add +0.0%4,030,765$1.24B$308.0352w: $159.36 - $318.06; reported $308.03
3SOLVSolventum Corporation16.38%Reduce -2.7%8,236,753$652.68M$79.2452w: $60.70 - $88.20; reported $79.24
4WENWendys Co.6.36%Add +0.0%30,440,318$253.57M$8.3352w: $7.83 - $16.48; reported $8.33
5FERGFerguson Plc New6.07%-1,086,357$241.86M$222.6352w: $146.00 - $256.93; reported $222.63
6IVZInvesco Ltd.1.96%Reduce -79.7%2,970,944$78.05M$26.2752w: $11.60 - $27.48; reported $26.27
7GEHCGE HealthCare Technologies Inc.0.01%Add +0.4%4,044$331.69K$82.0252w: $57.65 - $94.80; reported $82.02