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Nelson Peltz
Trian Fund Management
2026Q1 · filed May 15, 20268 positions · $3.86Btop-5 98%
2026Q1 brief
2026Q1 activity: 1 new position (top: Magnum Ice C). Top 5 holdings: Janus Hender, GE, SOLV, Ferguson Plc, WEN (98% of portfolio).
AI-generated. Not investment advice.
Holdings (8) · click any column to sort
| #↑ | Ticker | Issuer | % Port. | This Q | History | Value |
|---|---|---|---|---|---|---|
| 1 | JHG | 42.4% | $1.64B | |||
| 2 | GE | 29.6% | $1.14B | |||
| 3 | SOLV | 13.9% | $538M | |||
| 4 | FERG | 6.6% | $253M | |||
| 5 | WEN | 5.5% | $212M | |||
| 6 | G491BT108 | 1.9% | $72M | |||
| 7 | N5505D105 | 0.1% | $4M | |||
| 8 | GEHC | <0.1% | $288K |
Sort↑
- 1JHG42.4%$1.64BJanus Henderson Group Plcthis Q hold·19q
- 2GE29.6%$1.14BGeneral Electricthis Q hold·19q
- 3SOLV13.9%$538MSolventum Corpthis Q hold·8q
- 4FERG6.6%$253MFerguson Plc Newthis Q hold·21q
- 5WEN5.5%$212MWendy's Co/thethis Q hold·40q
- 6G491BT1081.9%$72MInvesco Ltd.this Q hold·24q
- 7N5505D1050.1%$4MMagnum Ice Cream CO NVthis Q New·—1q
- 8GEHC<0.1%$288KGE Healthcare Technologythis Q hold·13q
All activity (2026Q1)
| Ticker | Issuer | Move | % Port. | Δ Shares | Value |
|---|---|---|---|---|---|
| N5505D105 | Magnum Ice Cream CO NV | NEW | 0.1% | +100% | $4M |
- NEWN5505D1050.1%Magnum Ice Cream CO NVΔ +100%·$4M
Long US equity 13F-HR filings only — no shorts, no derivatives. SEC filings at EDGAR (CIK 0001345471). Not investment advice.