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Nelson Peltz

Trian Fund Management

Activist investor

$3.98B

Portfolio Value

7

Holdings

Q4 '25

Period

2026-02-17

Filed

📈

Simulated 13F Return

⚠️ Approximation

Total Return

+26.64%

Q4 '24 → Q3 '25

Annualized

+37.16%/yr

S&P: +18.77%/yr

Alpha (vs S&P)

+12.92%

3 quarters tracked

1-Year Return

—

⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.

📈 Recent Activity

Changes from previous quarter

GEINCREASED
31.2% of portfolio
+0% shares+1.6pp
SOLVREDUCED
16.4% of portfolio
-3% shares+1.3pp
WENINCREASED
6.4% of portfolio
+0% shares-0.4pp
IVZINCREASED
2.0% of portfolio
-80% shares-6.2pp
GEHCINCREASED
<0.1% of portfolio
+0% shares

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 68.8%Industrials 31.2%

💼 Holdings

🔍

7 of 7 positions · $3.98B

This quarter: increased 4, reduced 1. Net buyer.

JHG
38.1%
38.1% of portfolio
Filed ~$48
—📄
GEINCREASED
31.2%
31.2% of portfolio (was 29.5%, added)
Filed ~$308
—📄
SOLVREDUCED
16.4%
16.4% of portfolio (was 15.0%, trimmed)
Filed ~$79
—📄
WENINCREASED
6.4%
6.4% of portfolio (was 6.8%, added)
Filed ~$8
—📄
FERG
6.1%
6.1% of portfolio
Filed ~$223
—📄
IVZINCREASED
2.0%
2.0% of portfolio (was 8.2%, added)
Filed ~$26
—📄
GEHCINCREASED
<0.1%
<0.1% of portfolio (was <0.1%, added)
Filed ~$82
—📄