Nelson Peltz
Trian Fund Management, L.P. · Activist value Runs a concentrated activist book, taking large minority stakes in a small number of large-cap consumer and industrial companies and pushing for board seats and operational change.
Nelson Peltz is an American billionaire investor and a founding partner of Trian Partners, an activist investment firm based in New York City; he has served as a director of companies including Heinz, Mondelez International, and Ingersoll Rand.
Showing all 8 reported 13(f) positions; TradingPilot links only the 0 matching its curated universe — a licensed CUSIP↔ticker database was not used. Unmapped positions render as plain text, exactly as filed.
Portfolio allocation (reported 13F equity)
Long US-listed equity positions only; options excluded.
- GE Aerospace35.6%
- Janus Henderson Group plc31.5%
- Solventum Corporation15.0%
- Ferguson Plc New6.1%
- Wendys Co.6.0%
- GE HealthCare Technologies Inc.4.7%
- Invesco Ltd.1.0%
- Magnum Ice Cream Co NV0.1%
Reported 13F equity value — not a return, not AUM
Long US-listed equity positions only; filed with a ~45-day lag.
| # | Ticker | Security (as filed) | % of 13F | Shares | Reported price | Current | Value | Activity |
|---|---|---|---|---|---|---|---|---|
| 1 | — | GE Aerospace | 35.6% | 4,030,765 | $373.73 | — | $1.5B | New |
| 2 | — | Janus Henderson Group plc | 31.5% | 25,654,382 | $52.00 | — | $1.3B | Trimmed −19% |
| 3 | — | Solventum Corporation | 15.0% | 8,236,753 | $77.15 | — | $635.5M | Held +0% |
| 4 | — | Ferguson Plc New | 6.1% | 1,086,357 | $237.33 | — | $257.8M | Held +0% |
| 5 | — | Wendys Co. | 6.0% | 30,468,434 | $8.29 | — | $252.6M | Added +0% |
| 6 | — | GE HealthCare Technologies Inc. | 4.7% | 3,085,344 | $64.01 | — | $197.5M | Added +76194% |
| 7 | — | Invesco Ltd. | 1.0% | 1,625,472 | $26.39 | — | $42.9M | Trimmed −45% |
| 8 | — | Magnum Ice Cream Co NV | 0.1% | 241,042 | $17.41 | — | $4.2M | Held +0% |
Reported price = value ÷ shares at the quarter-end — an average, NOT the manager's buy/sell price.
Current shows the stock's price change since the filing quarter-end (mapped names only) — it is the STOCK's move, not the manager's realized return (we don't know their cost basis or whether they still hold).
TradingPilot analysis of the reported 13F equity book
As of 2026Q2, Nelson Peltz's reported 13F book holds 8 equity positions; the top 5 are 94% of it.
- GE Aerospace — 35.6% of 13F
- Janus Henderson Group plc — 31.5% of 13F
- Solventum Corporation — 15.0% of 13F
- Ferguson Plc New — 6.1% of 13F
- Wendys Co. — 6.0% of 13F
This quarter: 1 new, 2 added, 2 trimmed, 0 sold out.
- Janus Henderson Group plc — Trimmed (−6,213,418 sh)
- GE HealthCare Technologies Inc. — Added (+3,081,300 sh)
- Invesco Ltd. — Trimmed (−1,345,472 sh)
- Wendys Co. — Added (+22,412 sh)