What Nelson Peltz Bought in Q1 2026
Trian Fund Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$3.86B
Total Value
8
Holdings
1
New Buys
0
Reduced
In Q1 2026, Nelson Peltz reported 8 long equity positions worth $3.86B in their Trian Fund Management 13F filing, including 1 new positions (largest: Magnum Ice Cream Co NV at $3.6M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % 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 | $288K | 0.01% | — |