Nelson Peltz portfolio: what Trian Fund Management holds
Nelson Peltz is the founder of Trian Fund Management and one of the best-known activist investors. He pushes for operational changes at large brands such as Procter & Gamble and Disney.
Stock portfolio value
$4.2B
Stock positions
8
Report date
30 June 2026
Filed
12 August 2026
Largest positions
| # | Company | Weight | Value | Last quarter |
|---|---|---|---|---|
| 1 | Ge AerospaceGE | 35.6% | $1.5B | — |
| 2 | Janus Henderson Group Plc | 31.5% | $1.3B | Trimmed -19% |
| 3 | Solventum CorporationSOLV | 15% | $635.5M | — |
| 4 | Ferguson Plc New | 6.1% | $257.8M | — |
| 5 | Wendys CoWEN | 6% | $252.6M | — |
| 6 | Ge Healthcare Technologies IncGEHC | 4.7% | $197.5M | Added +76,194% |
| 7 | Invesco Ltd | 1% | $42.9M | Trimmed -45% |
| 8 | Magnum Ice Cream Co Nv | 0.1% | $4.2M | — |
Source: SEC filing. Values count stock positions only; options are left out of the totals and tables.
About Nelson Peltz
- Peltz started in the family food-distribution business.
- In 2017 he won a seat on Procter & Gamble's board after a close fight.
- In 2023–2024 he led an unsuccessful campaign for seats on Disney's board.
- Trian usually holds fewer positions but focuses on large, high-quality brands.
How to use this page
A 13F filing shows what a manager held on the last day of a quarter, published up to 45 days later. It is a snapshot, not a trading signal: the manager may already have bought or sold since. Learn more in How to read 13F filings.
For information only, not investment advice. 13F filings are delayed by up to 45 days and do not show cash, bonds, short positions or non-US stocks.