# Nelson Peltz — Trian Fund Management

Source: SEC EDGAR 13F filings (CIK 0001345471).
Page URL: https://superinvestorclub.com/manager/21
Last updated: 2026-07-08T11:34:35.623Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Nelson Peltz reported 8 long equity positions in their Trian Fund Management 13F filing, with a total reported value of $3.86B.

### About

Activist investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | JHG | Janus Henderson Group plc | 31867800 | $1.64B | 42.41% | — |
| 2 | GE | GE Aerospace | 4030765 | $1.14B | 29.63% | — |
| 3 | SOLV | Solventum Corporation | 8236753 | $537.9M | 13.93% | — |
| 4 | FERG | Ferguson Plc New | 1086357 | $253.4M | 6.57% | — |
| 5 | WEN | Wendys Co. | 30446022 | $211.6M | 5.48% | +0.0% |
| 6 | IVZ | Invesco Ltd. | 2970944 | $72.2M | 1.87% | — |
| 7 | MICC | Magnum Ice Cream Co NV | 241042 | $3.6M | 0.09% | NEW |
| 8 | GEHC | GE HealthCare Technologies Inc. | 4044 | $287,852 | 0.01% | — |

## New positions this quarter (1)

- MICC (Magnum Ice Cream Co NV): 241042 shares, $3.6M

## Increased positions (1)

- WEN: 30446022 shares (+0.0%), $211.6M

## Reduced positions (0)


## Sold positions (0)


## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-13)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)

## Citation

When citing, use: "Nelson Peltz, Trian Fund Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/21)".