Nelson Peltz13F · Q2 2026

Trian Fund Management Portfolio and 13F Holdings

As of Jun 30, 2026, filed Aug 12, 2026. The top 10 positions make up 100.0% of the reported portfolio.

$4.23BReported value

8Holdings

0New positions

0Positions closed

Holdings

#	Stock	Class	Shares	Value	% of total	vs. Q1 2026
1	GE GE Aerospace	COM NEW	4,030,765	$1.51B	35.61%	No change
2	JHG Janus Henderson Group plc	ORD SHS	25,654,382	$1.33B	31.53%	▼ −19.5%
3	SOLV Solventum Corporation	COM SHS	8,236,753	$635.5M	15.02%	No change
4	Ferguson Plc New	SHS	1,086,357	$257.8M	6.09%	No change
5	WEN Wendys Co.	COM	30,468,434	$252.6M	5.97%	▲ +0.1%
6	GEHC GE HealthCare Technologies Inc.	COM	3,085,344	$197.5M	4.67%	▲ +76194.4%
7	IVZ Invesco Ltd.	SHS	1,625,472	$42.9M	1.01%	▼ −45.3%
8	MICC Magnum Ice Cream Co NV	ORD SHS	241,042	$4.20M	0.10%	No change

Source: SEC Form 13F-HR, accession 0001345471-26-000035, retrieved Oct 28, 2026. How we read filings

View this filing on SEC.gov ↗

A 13F shows long U.S. stock positions at quarter end only. It leaves out shorts, cash, bonds, most non-U.S. holdings and anything bought or sold since. Positions in listed options are not included in this table. What a 13F can't tell you →