Nelson Peltz portfolio
Co-founder of Trian Partners, an activist investor that takes large stakes and seeks board influence.
Trian Partners's 13F for the quarter ending Jun 30, 2026 (filed Aug 12, 2026) reports 8 positions worth $4.2B. The largest are GE Aerospace (35.6%), Janus Henderson Group plc (31.5%), Solventum Corporation (15.0%). The top five make up 94% of the reported portfolio.
Since their last filing
How the stocks in this filing have moved since its quarter ended, weighted by position size. This is not the fund's own return: a 13F leaves out cash, short positions and anything bought or sold since.
Biggest movers
- GEGE Aerospace−18.2%
- SOLVSolventum Corporation+12.0%
- WENWendys Co.−25.0%
- IVZInvesco Ltd.+14.0%
What changed in Q2 2026
Compared with the previous 13F. Sorted by how much the share count changed, not by position size.
Added 2
| GEHC GE HealthCare Technologies Inc. | +76194.4% shares | <0.1% to 4.7% |
| WEN Wendys Co | +0.1% shares | 5.5% to 6.0% |
Trimmed 2
| IVZ Invesco Ltd. | −45.3% shares | 1.9% to 1.0% |
| Janus Henderson Group plc | −19.5% shares | 42.4% to 31.5% |
Holdings
| # | Stock | Weight | Value | Shares vs last quarter |
|---|---|---|---|---|
| 1 | GE GE Aerospace | 35.6% | $1.5B | No change |
| 2 | Janus Henderson Group plc | 31.5% | $1.3B | −19.5% |
| 3 | SOLV Solventum Corporation | 15.0% | $635.5M | No change |
| 4 | Ferguson plc | 6.1% | $257.8M | No change |
| 5 | WEN Wendys Co | 6.0% | $252.6M | +0.1% |
| 6 | GEHC GE HealthCare Technologies Inc. | 4.7% | $197.5M | +76194.4% |
| 7 | IVZ Invesco Ltd. | 1.0% | $42.9M | −45.3% |
| 8 | MICC Magnum Ice Cream Co NV | 0.1% | $4.2M | No change |
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Questions
What does Nelson Peltz own?
As of the 13F for Jun 30, 2026, Trian Partners's largest holdings were GE Aerospace (35.6%), Janus Henderson Group plc (31.5%), Solventum Corporation (15.0%), Ferguson plc (6.1%), Wendys Co (6.0%).
What did Nelson Peltz buy last quarter?
Biggest additions by share count: GE HealthCare Technologies Inc., Wendys Co.
What did Nelson Peltz sell last quarter?
Biggest reductions by share count: Invesco Ltd., Janus Henderson Group plc.
When is Nelson Peltz's next 13F filing?
Funds file a 13F within 45 days after each quarter ends. The next one, covering the quarter ending Sep 30, 2026, is due by Nov 14, 2026.
What doesn't a 13F show?
A 13F lists US-listed stocks and options a fund held on the last day of the quarter. It leaves out cash, short positions, bonds, most non-US stocks, and any trading since the quarter ended.
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