Nelson Peltz - Trian Fund Management Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Trian Fund Management disclosed 7 stock positions valued at approximately $4.23B as of quarter-end June 30, 2026. The largest holdings include GE Aerospace, Janus Henderson Group plc, and Solventum Corporation.
- Report Period
- June 30, 2026
- No. of Stocks
- 7
- Portfolio Value
- $4.23B
Holdings by Sector
Trian Fund Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GE Aerospace | GE | Industrials | 35.61% | 4,030,765 | - | - | $1,506,417,803 |
| Janus Henderson Group plc | JHG | Other | 31.53% | 25,654,382 | -6,213,418 | -19.50% | $1,334,027,864 |
| Solventum Corporation | SOLV | Healthcare | 15.02% | 8,236,753 | - | - | $635,465,494 |
| Ferguson Plc New | FERG | Other | 6.09% | 1,086,357 | - | - | $257,825,107 |
| Wendys Co. | WEN | Consumer Cyclical | 5.97% | 30,468,434 | +22,412 | +0.07% | $252,583,318 |
| GE HealthCare Technologies Inc. | GEHC | Healthcare | 4.67% | 3,085,344 | +3,081,300 | +76194.36% | $197,492,869 |
| Invesco Ltd. | IVZ | Other | 1.01% | 1,625,472 | -1,345,472 | -45.29% | $42,896,206 |
Showing 7 of 7 holdings in the latest reporting period.