Nelson Peltz Portfolio: Trian Fund Management 13F Holdings (Q2 2026)
Checked against SEC EDGAR
Trian Fund Management reported 8 stock positions worth $4.2B as of Jun 30, 2026 in its 13F filed Aug 12, 2026. The top 10 make up 100% of the reported portfolio. Changes are compared with Q1 2026: 0 new, 1 added, 2 reduced, 0 sold out.
13F filings are due 45 days after each quarter ends, so these holdings can be up to four and a half months old by the time they are public. They list US-listed stocks and some other securities only: no shorts, cash, bonds or non-US shares, and options are left out here. This is a record of public filings, not investment advice.
Holdings
| Ticker | Company | % of portfolio | Value | Shares | Change compared with Q1 2026 |
|---|---|---|---|---|---|
| GE | GE Aerospace | 35.60% | $1.5B | 4,030,765 | No change |
| Janus Henderso | Janus Henderson Group plc | 31.53% | $1.3B | 25,654,382 | Reduced 20% |
| SOLV | Solventum Corporation | 15.02% | $635.5M | 8,236,753 | No change |
| FERG | Ferguson Plc New | 6.09% | $257.8M | 1,086,357 | No change |
| WEN | Wendys Co. | 5.97% | $252.6M | 30,468,434 | No change |
| GEHC | GE HealthCare Technologies Inc. | 4.67% | $197.5M | 3,085,344 | Added 76194% |
| IVZ | Invesco Ltd. | 1.01% | $42.9M | 1,625,472 | Reduced 45% |
| MICC | Magnum Ice Cream Co NV | 0.10% | $4.2M | 241,042 | No change |
Geopolitical news on Nelson Peltz’s top holdings
- Boeing shares see worst day since 2020 GE
- The big reason Boeing’s stock is falling so hard after earnings GE
- GE Aerospace Earnings: We Raise Fair Value Estimate on Margin Growth Trajectory GE
- Boeing Misses Earnings Estimates as 737 Production Remains Below Stable 47-a-Month Rate GE
- Boeing’s Earnings Miss Shows Progress. The Market Will Decide If It’s Enough. GE
- US stocks tick higher as JetBlue jumps and Boeing falls following mixed profit reports GE
- US stocks tick higher as JetBlue jumps and Boeing falls following mixed profit reports | National News | 2news.com GE
- Airworthiness Directives; Airbus Helicopters GE
- Establishment of Class E Airspace; Ottawa, IL; Correction GE
- Boeing narrows third-quarter loss as defense sales rise, but focus remains on 737 Max production GE
Source: SEC EDGAR filing 0001345471-26-000035 (CIK 1345471). Values are as reported in the filing.