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← Nelson Peltz

Nelson Peltz's 2025Q4 portfolio

Nelson Peltz (Trian Fund Management) held 6 positions as of Dec 31, 2025, with the largest position at 38.1% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Dec 31, 2025 (6)

  1. 1JHGJanus Henderson Group Plc
    % port
    38.1%
    +3.5pp vs prior Qnow 42.4%
  2. 2GEGeneral Electric
    % port
    31.2%
    +1.6pp vs prior Qnow 29.6%
  3. 3SOLVSolventum Corp
    % port
    16.4%
    +1.3pp vs prior Qnow 13.9%
  4. 4WENWendy's Co/the
    % port
    6.4%
    -0.4pp vs prior Qnow 5.5%
  5. 5FERGFerguson Plc New
    % port
    6.1%
    +0.1pp vs prior Qnow 6.6%
  6. 6(cusip)Invesco Ltd.
    % port
    2.0%
    -6.2pp vs prior Q

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.