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← Nelson Peltz

Nelson Peltz's 2026Q1 portfolio

Nelson Peltz (Trian Fund Management) held 7 positions as of Mar 31, 2026, with the largest position at 42.4% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but 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 Mar 31, 2026 (7)

  1. 1JHGJanus Henderson Group Plc
    % port
    42.4%
    +4.4pp vs prior Q
  2. 2GEGeneral Electric
    % port
    29.6%
    -1.5pp vs prior Q
  3. 3SOLVSolventum Corp
    % port
    13.9%
    -2.4pp vs prior Q
  4. 4FERGFerguson Plc New
    % port
    6.6%
    +0.5pp vs prior Q
  5. 5WENWendy's Co/the
    % port
    5.5%
    -0.9pp vs prior Q
  6. 6(cusip)Invesco Ltd.
    % port
    1.9%
  7. 7(cusip)Magnum Ice Cream CO NV
    % port
    0.1%

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.