Nelson Peltz portfolio
Updated November 15, 2026
Nelson Peltz (Trian Fund Management) — A well-known activist in big consumer and industrial companies, usually with a very concentrated portfolio.
According to the latest 13F report that Trian Fund Management filed with the SEC (Q2 2026, filed August 12, 2026), its US stock portfolio is worth about $4.2B across 8 holdings. The largest positions are General ElectricGE, Janus Henderson Group Plc, Solventum CorpSOLV, and the top 10 make up 100% of the portfolio.
| # | Stock | Weight | Value | Change this quarter |
|---|---|---|---|---|
| 1 | General ElectricGE | 35.6% | $1.5B | — |
| 2 | Janus Henderson Group Plc | 31.5% | $1.3B | Trimmed +20% |
| 3 | Solventum CorpSOLV | 15.0% | $635M | — |
| 4 | Ferguson Plc New | 6.1% | $258M | — |
| 5 | Wendy's Co/theWEN | 6.0% | $253M | — |
| 6 | GE Healthcare TechnologyGEHC | 4.7% | $197M | Added +76194% |
| 7 | Invesco Ltd.IVZ | 1.0% | $43M | Trimmed +45% |
| 8 | Magnum Ice Cream Co NVMICC | 0.1% | $4M | — |
Frequently asked questions
What does Nelson Peltz own now?
According to the latest 13F (Q2 2026), the largest holdings are General ElectricGE, Janus Henderson Group Plc, Solventum CorpSOLV. The full list is in the table above.
What is a 13F report?
US investment managers with more than $100 million in US stocks must list their holdings with the SEC within 45 days after each quarter ends.
Why is the data delayed?
Because 13F reports arrive up to 45 days after the quarter ends, the manager may have traded since then.
Should I copy this portfolio?
Knowing what great investors buy is a good source of ideas, but because of the delay and different goals, copying blindly is not recommended.
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