Nelson Peltz Holdings 13F: Latest Trian Fund Management Portfolio Changes
Trian Fund Management. Activist investor in large-cap companies. Nelson Peltz focuses on consumer goods and industrial giants. He is famous for high-profile proxy fights, including his successful campaigns at Procter & Gamble and his battles with Disney.
As of the latest Q2 2026 13F filing, Nelson Peltz (managing Trian Fund Management) reported a public portfolio value of $4.2B with 8 positions. This page tracks latest holdings, latest 13F changes, top buys, top sells, and top holdings from the public filing. The top recent buy was WEN. The top recent sell was JHG.
Open interactive portfolioLatest 13F portfolio changes
Nelson Peltz holdings 13F summary: the latest Trian Fund Management portfolio changes show top holdings including GE Aerospace, Janus Henderson Group, Solventum, Ferguson Plc New, and Wendys, reported top buys such as Wendys and GE HealthCare Technologies, and top sells or reductions such as Janus Henderson Group and Invesco.
Latest filing metadata: quarter Q2 2026; report date 2026-06-30; filing date 2026-08-12; disclosure source SEC 13F.
Nelson Peltz 13F portfolio and latest holdings overview
Nelson Peltz's Q2 2026 13F holdings show Trian Fund Management reporting 8 positions with a disclosed portfolio value of $4.2B. For readers searching Nelson Peltz 13F holdings, Nelson Peltz portfolio, Trian Fund Management holdings, or latest 13F changes, the latest top holdings include GE Aerospace, Janus Henderson Group, Solventum, Ferguson Plc New, and Wendys.
The three largest reported positions add up to roughly 82.2%, which helps readers judge portfolio concentration rather than just headline AUM. The largest reported sector exposure is Industrials at 41.7% of the disclosed portfolio. This makes the page useful for comparing the manager's actual disclosed exposure with market narratives around the same names.
The latest change data highlights reported buys such as Wendys and GE HealthCare Technologies and reported reductions or exits such as Janus Henderson Group and Invesco. Those changes should be read as historical disclosure signals, not as real-time trade alerts.
The filing metadata lists report date 2026-06-30, filing date 2026-08-12, SEC accession 0001345471-26-000035. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
Nelson Peltz portfolio analytics
the top five positions account for 94.2% of disclosed value; the largest sector exposure is Industrials at 41.7%; reported buy and sell activity implies roughly 43.2% turnover this period; cost-basis P&L across 8 tracked positions averages 42.0% (4/6 currently in profit).
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| GE whale holders GE Aerospace | $1.51B | 35.6% | Held |
| JHG whale holders Janus Henderson Group plc | $1.33B | 31.5% | Reduced |
| SOLV whale holders Solventum Corporation | $635.5M | 15.0% | Held |
| FERG whale holders Ferguson Plc New | $257.8M | 6.1% | Held |
| WEN whale holders Wendys Co. | $252.6M | 6.0% | Increased |
| GEHC whale holders GE HealthCare Technologies Inc. | $197.5M | 4.7% | Increased |
| IVZ whale holders Invesco Ltd. | $42.9M | 1.0% | Reduced |
| MICC whale holders Magnum Ice Cream Co NV | $4.2M | 0.1% | Held |
Top buys
- WEN whale holders — Wendys Co. ($252.6M)
- GEHC whale holders — GE HealthCare Technologies Inc. ($197.5M)
Top sells
- JHG whale holders — Janus Henderson Group plc ($1.33B)
- IVZ whale holders — Invesco Ltd. ($42.9M)
Allocation
- Industrials: 41.7%
- Financials: 32.5%
- Health Care: 15.0%
- Other: 6.1%
- Information Technology: 4.7%
Data notes
Report date: 2026-06-30
Disclosure source: SEC 13F
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
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Frequently asked questions
Nelson Peltz 13F Holdings
The Q2 2026 13F profile for Nelson Peltz and Trian Fund Management shows 8 reported positions, $4.2B in disclosed portfolio value, and top holdings including GE Aerospace, Janus Henderson Group, Solventum, Ferguson Plc New, and Wendys.
What is Nelson Peltz buying? Latest 13F changes
The latest tracked change data for Nelson Peltz highlights reported buys such as Wendys and GE HealthCare Technologies and reported sells or reductions such as Janus Henderson Group and Invesco.
Trian Fund Management top holdings
Trian Fund Management top holdings are summarized from public disclosures with reported values, weights, portfolio concentration, top buys, top sells, and filing metadata where available.
Nelson Peltz buys and sells
Use the top buys and top sells sections above to compare Nelson Peltz's reported additions, reductions, exits, and latest portfolio activity against other tracked investors.
How delayed is Nelson Peltz's 13F data?
SEC Form 13F requires institutional investment managers with $100M+ in US equities to disclose their holdings quarterly. Read our comprehensive 13F guide for timing, coverage, and limitations. Read the Whale Analyzer 13F guide.