Trian Fund Management (Nelson Peltz)
Trian Fund Management (Nelson Peltz) (TRIAN FUND MANAGEMENT, L.P.) reported 8 positions worth $4.23B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: GE (35.6%). Biggest move: reduce Janus Henderson Group plc ($323.1M).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GE | SH | $1.51B | 35.61% | 5 Years | 4,030,765 | — | — | |
| ▸ 2 | G4474Y214 | SH | $1.33B | 31.53% | 4.8 Years | 25,654,382 | — | — | |
| ▸ 3 | SOLV | SH | $635.5M | 15.02% | 2.3 Years | 8,236,753 | — | — | |
| ▸ 4 | FERG1GBX | SH | $257.8M | 6.09% | 5.5 Years | 1,086,357 | — | — | |
| ▸ 5 | WEN | SH | $252.6M | 5.97% | 6 Years | 30,468,434 | — | — | |
| ▸ 6 | GEHC | SH | $197.5M | 4.67% | 3.5 Years | 3,085,344 | — | — | |
| ▸ 7 | IVZ | SH | $42.9M | 1.01% | 6.3 Years | 1,625,472 | — | — | |
| ▸ 8 | MICC | SH | $4.2M | 0.10% | 2 Q | 241,042 | — | — |
Related managers
Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| TCI Fund Management (Chris Hohn) | 5.6% | GE |
| Semper Augustus Investments | 3.6% | GE, GEHC |
| First Pacific Advisors (Steven Romick) | 2.5% | GEHC, N5505D105 |
| Harris Associates (Bill Nygren) | 1.5% | WEN, GEHC |
| Dodge & Cox | 1.3% | GE, GEHC |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Trian Fund Management (Nelson Peltz) hold as of Q2 2026?
Trian Fund Management (Nelson Peltz) reported 8 positions worth $4.23B in its Q2 2026 13F filing. Largest positions: GE (35.6%), Janus Henderson Group plc (31.5%), SOLV (15.0%), FERG1GBX (6.1%) and WEN (6.0%).
What did Trian Fund Management (Nelson Peltz) buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Trian Fund Management (Nelson Peltz) sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.