Nelson Peltz
Net buyingTrian Fund Management, L.P. — managed by Nelson Peltz; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR
Trian Fund Management, L.P.'s most recent 13F filing, for the quarter ended 2026-03-31, reports 8 positions worth $3.86B. The top 5 holdings represent 98% of that value, a concentrated portfolio.
The single largest position is Janus Henderson Group Plc at 42.4% of the portfolio, followed by Ge Aerospace at 29.6% and Solventum Corporation at 13.9%.
Against the prior quarter, Nelson Peltz opened 1 new position, exited 0, added to 1, and trimmed 0. The largest new buy was Magnum Ice Cream Co Nv.
Across all 8 quarters on file, Janus Henderson Group Plc has appeared in every filing, as has Ge Aerospace. Janus Henderson Group Plc currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
None of Nelson Peltz's tracked holdings are in the strike zone right now.
Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.
Next · is it cheap
Nelson Peltz has no positions in the strike zone right now.
Browse the whole market by value band- Value$1.64BValuation—Holders1Weight (prev→now)38.1% → 42.4%
- Value$1.14BValuationAbove valueHolders8Weight (prev→now)31.2% → 29.6%
- Value$537.9MValuationWithin bandHolders4Weight (prev→now)16.4% → 13.9%
- Value$253.4MValuation—Holders—Weight (prev→now)6.1% → 6.6%
- Value$211.6MValuationWithin bandHolders4Weight (prev→now)6.4% → 5.5% ▲
- Value$72.2MValuation—Holders2Weight (prev→now)2.0% → 1.9%
- Value$3.6MValuation—Holders5Weight (prev→now)New · 0.1%
- Value$287,852ValuationAbove valueHolders7Weight (prev→now)0.0% → 0.0%
Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15
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