Investor profile · Q2 2026 13F

Nelson Peltz’s Portfolio

Co-founder & CEO · Trian Fund Management

Co-founded Trian in 2005 to run 'operational activism' — taking large stakes in consumer and industrial blue chips and pushing for board seats and margin discipline.

Portfolio value

$4.23B

Holdings

Last 13F filed

Aug 12, 2026

Report quarter

Q2 2026

Based on the SEC 13F filing data provided for Trian Fund Management, L.P. Read the full Q2 2026 analysis →

Top holdings

1GEGe Aerospace$1.51B35.6%2—Janus Henderson Group Plc$1.33B31.5%3SOLVSolventum Corporation$635.47M15.0%4—Ferguson Plc New$257.83M6.1%5WENWendys Co.$252.58M6.0%6GEHCGe Healthcare Technologies Inc.$197.49M4.7%7—Invesco Ltd.$42.90M1.0%8—Magnum Ice Cream Co Nv$4.20M0.1%

Full holdings, history & AI analysis on the Trian Fund Management page →

Data source: Trian Fund Management’s SEC Form 13F-HR filings, most recently filed Aug 12, 2026. 13F filings disclose long U.S. equity positions only, with up to a 45-day lag. How we process this data →