---
title: Nelson Peltz (Trian Fund Management, L.P.) — 13F holdings
canonical: https://sweetvaluelab.com/investors/nelson-peltz
cik: 0001345471
quarter: 2026-06-30
filed: 2026-08-12
---
# Nelson Peltz — Trian Fund Management, L.P.

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 12, 2026: 8 positions worth $4.2B. Against the quarter ended Mar 31, 2026: 0 bought, 2 added to, 4 unchanged, 2 reduced, 0 sold. The top five are 94% of the portfolio, the top ten 100%; 5 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| GE | GE Aerospace | 4,030,765 | $1.5B | 35.6% | held (0%) |
| JHG | Janus Henderson Group plc | 25,654,382 | $1.3B | 31.5% | reduced (-19%) |
| SOLV | Solventum Corporation | 8,236,753 | $635.5M | 15.0% | held (0%) |
| FERG | Ferguson Plc New | 1,086,357 | $257.8M | 6.1% | held (0%) |
| WEN | Wendys Co. | 30,468,434 | $252.6M | 6.0% | added (+0%) |
| GEHC | GE HealthCare Technologies Inc. | 3,085,344 | $197.5M | 4.7% | added (+76194%) |
| IVZ | Invesco Ltd. | 1,625,472 | $42.9M | 1.0% | reduced (-45%) |
| MICC | Magnum Ice Cream Co NV | 241,042 | $4.2M | 0.1% | held (0%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| JHG | Janus Henderson Group plc | 25,654,382 | 31,867,800 | reduced (-19%) | −$323.1M | $1.3B |
| GEHC | GE HealthCare Technologies Inc. | 3,085,344 | 4,044 | added (+76194%) | +$197.2M | $197.5M |
| IVZ | Invesco Ltd. | 1,625,472 | 2,970,944 | reduced (-45%) | −$35.5M | $42.9M |
| WEN | Wendys Co. | 30,468,434 | 30,446,022 | added (+0%) | +$185,795.5 | $252.6M |

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Source: https://sweetvaluelab.com/investors/nelson-peltz (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.