Trian Fund Management (Nelson Peltz)Superinvestor
About Trian Fund Management (Nelson Peltz)’s 13F portfolio
Trian Fund Management (Nelson Peltz) is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Trian Fund Management (Nelson Peltz) reported $4.2B across 8 US-listed positions (). Its largest position is GE Aerospace (GE) at 36% of the reported book, and its ten biggest holdings make up 100% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NYSE: GE GE Aerospace | $354.39 +1.39% | 36% | 4.0M | $1.5B |
| 2 |  NYSE: JHG Janus Henderson Group plc | $51.95 0.00% | 32% | 25.7M | $1.3B |
| 3 |  NYSE: SOLV Solventum Corporation | $91.53 −0.09% | 15% | 8.2M | $635.5M |
| 4 |  NYSE: FERG Ferguson Plc New | $235.73 +1.32% | 6.1% | 1.1M | $257.8M |
| 5 |  NASDAQ: WEN Wendys Co. | $9.04 −0.88% | 6.0% | 30.5M | $252.6M |
| 6 |  NASDAQ: GEHC GE HealthCare Technologies Inc. | $73.31 −0.81% | 4.7% | 3.1M | $197.5M |
| 7 |  NYSE: IVZ Invesco Ltd. | $32.98 +0.79% | 1.0% | 1.6M | $42.9M |
| 8 |  NYSE: MICC Magnum Ice Cream Co NV | $20.27 −0.10% | 0.1% | 241K | $4.2M |
Showing the 8 largest positions reported in this 13F.
- Industrials42%
- Financial Services33%
- Healthcare20%
- Consumer Cyclical6.0%
- Consumer Defensive0.1%
Reading Trian Fund Management (Nelson Peltz)’s 13F portfolio
Trian Fund Management (Nelson Peltz)’s $4.2B 13F book is spread across 8 reported positions and is highly concentrated — its ten largest positions alone are 100% of the portfolio. A book this concentrated means a small group of names drives most of its performance. Its five largest positions are GE, JHG, SOLV, FERG and WEN, led by GE Aerospace (GE) at 36% of the portfolio. The heaviest sector exposure is Industrials (42%), then Financial Services (33%).
What a 13F does and doesn’t reveal
A 13F captures only Trian Fund Management (Nelson Peltz)’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Trian Fund Management (Nelson Peltz) is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Trian Fund Management (Nelson Peltz)'s profile on this page is built directly from those filings.
How current is the 13F data on Trian Fund Management (Nelson Peltz)'s page?
It reflects Trian Fund Management (Nelson Peltz)'s most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Trian Fund Management (Nelson Peltz) files its next quarterly report, this page refreshes automatically.
Can I see Trian Fund Management (Nelson Peltz)'s complete list of holdings?
This page highlights Trian Fund Management (Nelson Peltz)'s largest positions rather than all 8 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Trian Fund Management (Nelson Peltz)'s filings.
Does a 13F show everything Trian Fund Management (Nelson Peltz) owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Trian Fund Management (Nelson Peltz)'s book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Trian Fund Management (Nelson Peltz) made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.