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Nelson Peltz
Trian Fund Management
Activist investor
$3.86B
Portfolio Value
8
Holdings
Q1 '26
Period
2026-05-15
Filed
📈
⚠️ ApproximationSimulated 13F Return
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
📊 Sector Breakdown
Portfolio allocation by sector
Unknown 70.4%Industrials 29.6%
💼 Holdings
🔍
8 of 8 positions · $3.86B
This quarter: 1 new position, increased 1. Net buyer.
| # | Stock | % Portfolio▼ | Activity | Shares | Reported Price | Value | Current Price | +/- Reported | 52w Low | 52w High | SEC | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | JHGJanus Henderson Group plc | 42.4% | Held | 31867800 | $51.37 | $1.64B | — | — | — | — | 📄 | |
| 2 | GEGE Aerospace | 29.6% | Held | 4030765 | $283.77 | $1.14B | — | — | — | — | 📄 | |
| 3 | SOLVSolventum Corporation | 13.9% | Held | 8236753 | $65.30 | $537.9M | — | — | — | — | 📄 | |
| 4 | FERGFerguson Plc New | 6.6% | Held | 1086357 | $233.26 | $253.4M | — | — | — | — | 📄 | |
| 5 | WENWendys Co. | 5.5% | Add 0.02% | 30446022 | $6.95 | $211.6M | — | — | — | — | 📄 | |
| 6 | IVZInvesco Ltd. | 1.9% | Held | 2970944 | $24.29 | $72.2M | — | — | — | — | 📄 | |
| 7 | MICCMagnum Ice Cream Co NV | 0.1% | Buy | 241042 | $14.95 | $3.6M | — | — | — | — | 📄 | |
| 8 | GEHCGE HealthCare Technologies Inc. | <0.1% | Held | 4044 | $71.18 | $288K | — | — | — | — | 📄 |