WEN

Wendy's Co/the

5 super-investor ownerscombined $368Mlargest position 6.0%

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5 of the 83 super-investors we track hold WEN, worth a combined $368M per their latest 13F filings. The largest position: Nelson Peltz at 6.0% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 36 of 100 (how strongly the cohort backs it) — ranked #174 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.

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Why super-investors own WEN

WEN is held by 5 super-investors in our cohort, with a combined position value of $368M. The highest-conviction owner is Nelson Peltz at 6.0% of their portfolio. Cohort ownership has grown from 3 to 5 over the last four quarters — net interest is rising. This quarter the cohort registered 1 added.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 5

Peak: 5

Owners (5) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Nelson Peltz	6.0%	40q	$253M	30,468,434
2	Prem Watsa	2.5%	2q	$66M	8,005,627
3	Bill Nygren	0.1%	19q	$46M	5,587,137
4	First Eagle Investment Management	<0.1%	— 1q	$3M	353,023
5	Joel Greenblatt	0.0%	36q	$97K	11,723