Nelson Peltz
Trian Fund Management
| Stock 7 | % of Portfolio Weight of this holding as a percentage of the total portfolio | Value Total dollar value of the position (shares x price) | Shares Number of shares held | Reported Price Price per share as reported in the SEC filing | Recent Activity Activity in the most recent 13F filing with percentage change | Current Price within 52W Range Current stock price positioned within the 52-week high/low range | +/- Reported Price Percentage change from the filing reported price to the current price. Green = gain, Red = loss |
|---|---|---|---|---|---|---|---|
 J JHG JANUS HENDERSON GROUP PLC | 38.05% | $1.52B | 31,867,800 | $47.57 | — | $51.50 $28.61 $53.21 | +8.26% |
 G GE General Electric Co. | 31.16% | $1.24B | 4,030,765 | $308.03 | Add 0.01% | $281.16 $165.93 $345.24 | -8.72% |
 S SOLV SOLVENTUM CORP | 16.38% | $652.68M | 8,236,753 | $79.24 | Reduce 2.67% | $63.57 $62.76 $86.14 | -19.78% |
 W WEN WENDYS CO | 6.36% | $253.57M | 30,440,318 | $8.33 | Add 0.01% | $6.88 $6.78 $13.24 | -17.41% |
 F FERG FERGUSON PLC NEW | 6.07% | $241.85M | 1,086,357 | $222.63 | — | $235.07 $145.77 $266.37 | +5.59% |
 I IVZ INVESCO LTD | 1.96% | $78.05M | 2,970,944 | $26.27 | Reduce 79.69% | $24.14 $11.66 $29.20 | -8.11% |
 G GEHC GE HealthCare Technologies, Inc. | 0.01% | $331.00K | 4,044 | $81.85 | Add 0.37% | $70.35 $58.61 $88.08 | -14.05% |
News about Nelson Peltz's top holdings
Frequently Asked Questions
What stocks does Nelson Peltz own in 2026?
As of Q1 2026, Nelson Peltz's Trian Fund Management holds 7 stocks worth $3.98B. The largest position is JHG. Data from SEC 13F filing dated 2026-02-17 00:00:00.000Z.
What did Nelson Peltz buy and sell recently?
View the Activity tab above to see which positions Nelson Peltz added, increased, decreased, or sold in Q1 2026. The activity data comes from comparing consecutive 13F filings.
What is Nelson Peltz's top stock holding?
The largest position is JHG. Nelson Peltz's Trian Fund Management holds 7 total positions worth $3.98B. Visit the holdings table above to see the complete portfolio ranked by position size.
What sectors does Nelson Peltz invest in?
Nelson Peltz's portfolio of 7 stocks is diversified across multiple sectors. The portfolio is most concentrated in the Financial Services sector. The sector chart above shows the full allocation breakdown by portfolio value.
What is Nelson Peltz's investment strategy?
Nelson Peltz manages Trian Fund Management using a activist investment approach. The portfolio currently holds 7 positions with total assets of $3.98B. The portfolio is most concentrated in the Financial Services sector.
What is Nelson Peltz's portfolio worth in 2026?
Nelson Peltz's Trian Fund Management manages $3.98B in disclosed 13F holdings across 7 positions as of Q1 2026. This represents the total market value of equity positions reported to the SEC.
How often does Nelson Peltz update portfolio holdings?
Nelson Peltz's Trian Fund Management files 13F reports with the SEC quarterly. The most recent filing is dated 2026-02-17 00:00:00.000Z, covering holdings as of Q1 2026. New data appears within 24 hours of each filing.
How do I track Nelson Peltz's portfolio changes over time?
Use the Activity tab to compare Nelson Peltz's holdings across quarters. You can see new positions, additions, reductions, and exits for each quarter going back multiple years. The data comes from Trian Fund Management's SEC 13F filings.