What Nelson Peltz Bought in Q2 2026
Trian Fund Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$4.23B
Total Value
8
Holdings
0
New Buys
3
Reduced
In Q2 2026, Nelson Peltz reported 8 long equity positions worth $4.23B in their Trian Fund Management 13F filing and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GE | GE Aerospace | 4030765 | $1.51B | 35.61% | — |
| 2 | JHG | Janus Henderson Group plc | 25654382 | $1.33B | 31.53% | -19.5% |
| 3 | SOLV | Solventum Corporation | 8236753 | $635.5M | 15.02% | — |
| 4 | FERG | Ferguson Plc New | 1086357 | $257.8M | 6.09% | — |
| 5 | WEN | Wendys Co. | 30468434 | $252.6M | 5.97% | +0.1% |
| 6 | GEHC | GE HealthCare Technologies Inc. | 3085344 | $197.5M | 4.67% | 76194.4% |
| 7 | IVZ | Invesco Ltd. | 1625472 | $42.9M | 1.01% | -45.3% |
| 8 | MICC | Magnum Ice Cream Co NV | 241042 | $4.2M | 0.10% | — |