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.
Portfolio as of March 31, 2026
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Quarterly moves
Q4 2025 → Q1 2026
Amount invested · % of portfolio
- Magnum Ice Cream Co NV $4M · 0.1%
Amount bought · (±%) · % of portfolio
- Wendys Co. $40K (0%) · 5.5%
Amount sold · (±%) · % of portfolio
None
None
Portfolio value over time
Top 10 holdings evolution as of March 31, 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 March 31, 2026, the top three holdings of Trian Fund Management, L.P. are Janus Henderson Group plc, GE Aerospace, Solventum Corporation.
How many positions does Nelson Peltz hold?
Trian Fund Management, L.P. reports 8 equity positions worth $3.9B as of March 31, 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.