Great investors · Nelson Peltz
Nelson Peltz portfolio · Q2 2026
Nelson Peltz, founder of Trian Fund Management. This is the stock portfolio Trian Fund Management reported to the SEC (Form 13F) as of Jun 30, 2026, filed on Aug 12, 2026.
The 13F is filed by the firm, not the person: when this page says what Nelson Peltz “owns” or “bought”, it means the positions of Trian Fund Management as a whole.
Next 13F: Q3 2026 usually filed ~Nov 16, 2026; deadline Nov 16, 2026. See the quarter page →
What stocks does Nelson Peltz own?
The largest positions of Trian Fund Management in Q2 2026 are GE, JHG, SOLV, FERG, WEN.
- 1GE AerospaceGE35.6%Since Q2 2015 · 45 quartersIt bought in 4 quarters. Quarter-end prices of those quarters per 13F: $201.76 to $238.40.
- 2Janus Henderson GroupJHGReduced31.5%Since Q4 2021 · 19 quartersIt bought in 2 quarters. Quarter-end prices of those quarters per 13F: $35.02 to $41.94.
- 3SolventumSOLV15.0%Since Q2 2024 · 9 quartersIt bought in 3 quarters. Quarter-end prices of those quarters per 13F: $52.88 to $69.72.
- 4FergusonFERG6.1%
- 5Wendy'sWEN6.0%Since at least Q2 2013 · 53 quartersIt bought in 3 quarters. Quarter-end prices of those quarters per 13F: $5.83 to $20.41.
- 6GE Healthcare TechnologiesGEHCIncreased4.7%Since Q1 2023 · 14 quartersIt bought in 2 quarters. Quarter-end prices of those quarters per 13F: $64.01 to $82.03.
- 7InvescoIVZReduced1.0%Since Q2 2020 · 25 quartersIt bought in 5 quarters. Quarter-end prices of those quarters per 13F: $10.76 to $26.00.
- 8Magnum Ice CreamMICC0.1%Since Q1 2026 · 2 quartersIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $14.95.
“Since”: first quarter of the current run, unbroken until today. Prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
What did Nelson Peltz buy in Q2 2026?
- IncreasedGE Healthcare TechnologiesGEHC+76,194% shares · 4.7% of portfolio
What did Nelson Peltz sell in Q2 2026?
- ReducedJanus Henderson GroupJHG−19% shares · 31.5% of portfolio
- ReducedInvescoIVZ−45% shares · 1.0% of portfolio
1 position opened or added to and 2 trimmed or closed, against the previous quarter's 13F. Each is measured the same way across the page: how much the share count changed and its weight in the portfolio today (share classes of the same company added together). The 13F has 3 positions with a change, 3 of them material (0.5 points of the portfolio or more). All full exits are listed, even those that moved less than 0.5 points of the portfolio.
How its portfolio changed (8 quarters)
Q2 2026: 8
Q2 2026: 100%
Q2 2026: 6.6%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Source: SEC 13F filings show the portfolio at quarter end and are filed up to 45 days later: positions may have changed. They only cover U.S.-listed stocks and some others; no short positions or cash. Not investment advice.