Nelson Peltz
Mostly heldTrian Fund Management, L.P. — managed by Nelson Peltz; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-06-30 (filed 2026-08-12) · Source: SEC EDGAR
New
Added
Exited
By what price implies: 2 demand a demanding growth rate, 0 modest.
13F · concentration
Lonely conviction
1Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-06-30):
- Janus Henderson Group PlcJHG32% · 2
SEC 13F · latest filing
Holdings
- Ge AerospaceGECore 8qValue$1.51BValuation—Holders11Weight35.6%
- Janus Henderson Group PlcJHGCore 8qValue$1.33BValuation—Holders2Weight31.5%
- Solventum CorporationSOLVCore 8qValue$635.5MValuation—Holders5Weight15.0%
- Ferguson PlcCore 8qValue$257.8MValuation—Holders—Weight6.1%
- Wendys CoWENAdding 5qValue$252.6MValuation—Holders4Weight6.0%
- Value$197.5MValuation—Holders10Weight4.7%
- Value$42.9MValuation—Holders3Weight1.0%
- Value$4.2MValuation—Holders6Weight0.1%
About this investor
About this investor
Portfolio overview
Trian Fund Management, L.P.'s most recent 13F filing, for the quarter ended 2026-06-30, reports 8 positions worth $4.23B. The top 5 holdings represent 94% of that value, a concentrated portfolio.
The single largest position is Ge Aerospace at 35.6% of the portfolio, followed by Janus Henderson Group Plc at 31.5% and Solventum Corporation at 15.0%.
Against the prior quarter, Nelson Peltz opened 0 new positions, exited 0, added to 2, and trimmed 2.
Across all 8 quarters on file, Ge Aerospace has appeared in every filing, as has Janus Henderson Group Plc. Ge Aerospace 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.
Nelson Peltz has no positions in the strike zone right now. Browse the whole market by value band
Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-12
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