Nelson Peltz
Trian Fund Management, L.P.
Co-founder of Trian Fund Management, Nelson Peltz is an active investor targeting large consumer and industrial groups where operational change can unlock value.
As of June 30, 2026, the Nelson Peltz portfolio (Trian Fund Management, L.P.) holds 8 equity positions worth $4.2B. That is up 9.6% from $3.9B in Q1 2026. Over the quarter, the fund opened 0 new positions, exited 0, increased 2 and trimmed 2 (full breakdown below).
Portfolio as of June 30, 2026
| Company ↕ | Value ↓ | % ↕ | ||
|---|---|---|---|---|
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Quarterly moves
Q1 2026 → Q2 2026
Portfolio value went from $3.9B to $4.2B (+9.6%) quarter over quarter.
Amount invested · % of portfolio
None
Amount bought · (±%) · % of portfolio
- Wendys Co. $186K (+0.1%) · 6.0%
- GE HealthCare Technologies Inc. $197M (+76194.4%) · 4.7%
Amount sold · (±%) · % of portfolio
- Janus Henderson Group plc $319M (-19.5%) · 31.5%
- Invesco Ltd. $33M (-45.3%) · 1.0%
None
Portfolio value over time
Top 10 holdings evolution as of June 30, 2026
Share of portfolio (%) since inception, top 10 as of the selected quarter.
Sector breakdown
Based on holdings matched to a stock referenced on the site.
Dividend aristocrats held
Stocks with at least 25 consecutive years of dividend growth.
No matching holding among stocks referenced on the site.
Frequently asked questions
What are Nelson Peltz's top holdings?
As of June 30, 2026, the top three holdings of Trian Fund Management, L.P. are GE Aerospace, Janus Henderson Group plc, Solventum Corporation.
How many positions does Nelson Peltz hold?
Trian Fund Management, L.P. reports 8 equity positions worth $4.2B as of June 30, 2026.
Does Nelson Peltz invest in dividend stocks?
The dividend exposure of this portfolio cannot be assessed yet.
Data sourced from 13F filings submitted to the SEC, published with roughly 45 days of lag. A 13F only covers long positions in U.S.-traded securities: it excludes short sales, non-U.S. holdings and cash. Provided for informational purposes only and does not constitute investment advice.