Nelson Peltz's portfolio
In the Q2 2026 13F, filed August 12, 2026, Trian Fund Management reported 8 US stock positions worth $4.2B. The largest was GE Aerospace (GE) at 35.6% of the portfolio. Added to: Wendy’s (WEN) and GE HealthCare Technologies (GEHC). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
None this quarter.
Added to
- Wendy’sWEN$253M
- GE HealthCare TechnologiesGEHC$197M
Trimmed
- Janus Henderson GroupJHG$1.3B
- Invesco PlcIVZ$43M
Sold out
None this quarter.
Holdings
8 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| GE AerospaceGE | 35.60% | $1.5B | 4,030,765 | Held |
| Janus Henderson GroupJHG | 31.53% | $1.3B | 25,654,382 | Trimmed |
| SolventumSOLV | 15.02% | $635M | 8,236,753 | Held |
| Ferguson Plc New | 6.09% | $258M | 1,086,357 | Held |
| Wendy’sWEN | 5.97% | $253M | 30,468,434 | Added |
| GE HealthCare TechnologiesGEHC | 4.67% | $197M | 3,085,344 | Added |
| Invesco PlcIVZ | 1.01% | $43M | 1,625,472 | Trimmed |
| Magnum Ice Cream Co Nv | 0.10% | $4M | 241,042 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Nelson Peltz own?
In the Q2 2026 13F, Trian Fund Management reported 8 US stock positions worth $4.2B. The largest: GE Aerospace (GE) 35.6%, Janus Henderson Group (JHG) 31.5%, Solventum (SOLV) 15.0%, Ferguson Plc New 6.1%, Wendy’s (WEN) 6.0%.
What did Nelson Peltz buy last quarter?
In Q2 2026: added to Wendy’s (WEN); added to GE HealthCare Technologies (GEHC).
What did Nelson Peltz sell last quarter?
In Q2 2026: cut Janus Henderson Group (JHG); cut Invesco Plc (IVZ).
When is Nelson Peltz's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.