Question 1

What stocks did Nelson Peltz sell this quarter?

Accepted Answer

In the Q2 '26 13F filing, Nelson Peltz fully exited 0 positions and reduced 3 existing holdings. Combined sell footprint: approximately $332.3M based on prior-quarter values.

Question 2

What was Nelson Peltz's biggest sell?

Accepted Answer

Nelson Peltz's largest reduction in the Q2 '26 filing was Janus Henderson Group plc (JHG).

Question 3

How are these "sells" calculated?

Accepted Answer

Sells are derived from quarter-over-quarter changes in 13F filings. SOLD positions appeared in the prior filing but not the current one; REDUCED positions are existing holdings where share count fell. Note: 13F filings only cover long U.S. equity positions, so apparent "sells" could be short-side hedges or moves to other instruments.

Ticker	Company	Shares Now	Value Now	% Portfolio	Change
JHG	Janus Henderson Group plc	25654382	$1.33B	31.53%	-19.5%
GEHC	GE HealthCare Technologies Inc.	3085344	$197.5M	4.67%	76194.4%
IVZ	Invesco Ltd.	1625472	$42.9M	1.01%	-45.3%

Nelson Peltz — Recent Sells

Reduced positions (3)