What did Nelson Peltz buy in Q2 2026?

Nelson Peltz disclosed no new buys in the Q2 2026 13F.

What did Nelson Peltz sell in Q2 2026?

Nelson Peltz exited 6 positions (JHG, GE, SOLV, FERG, WEN) and trimmed 0.

What Nelson Peltz bought and sold in Q2 2026

In Q2 2026, Nelson Peltz (Trian Fund Management) exited 6 (JHG, GE, SOLV).

0New0Added0Trimmed6Exited

Share𝕏 in

Exited (6)

JHGJanus Henderson Group Plcwas 42.4% of book
GEGeneral Electricwas 29.6% of book
SOLVSolventum Corpwas 13.9% of book
FERGFerguson Plc Newwas 6.6% of book
WENWendy's Co/thewas 5.5% of book
GEHCGE Healthcare Technologywas <0.1% of book

Nelson Peltz's other filings

Q3 2025 changes Q2 2025 changes

Nelson Peltz's full portfolio →The whole cohort in Q2 2026 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.