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Nelson Peltz

Trian Fund Management

Activist investor

$4.23B

Portfolio Value

8

Holdings

Q2 '26

Period

2026-08-12

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

JHGREDUCED
31.5% of portfolio
-19% shares-10.9pp
WENINCREASED
6.0% of portfolio
+0% shares+0.5pp
GEHCREDUCED
4.7% of portfolio
+762x shares+4.7pp
IVZREDUCED
1.0% of portfolio
-45% shares-0.9pp

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 64.4%Industrials 35.6%

💼 Holdings

🔍

8 of 8 positions · $4.23B

This quarter: increased 1, reduced 3. Net seller.

GE
35.6%
35.6% of portfolio
Filed ~$374
—📄
JHGREDUCED
31.5%
31.5% of portfolio (was 42.4%, trimmed)
Filed ~$52
—📄
SOLV
15.0%
15.0% of portfolio
Filed ~$77
—📄
FERG
6.1%
6.1% of portfolio
Filed ~$237
—📄
WENINCREASED
6.0%
6.0% of portfolio (was 5.5%, added)
Filed ~$8
—📄
GEHCREDUCED
4.7%
4.7% of portfolio (was <0.1%, trimmed)
Filed ~$64
—📄
IVZREDUCED
1.0%
1.0% of portfolio (was 1.9%, trimmed)
Filed ~$26
—📄
MICC
0.1%
0.1% of portfolio
Filed ~$17
—📄