Nelson Peltz - Trian Fund Management Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 12, 2026, the Trian Fund Management portfolio balances reported a total equity value of $4.23B across 8 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight GE Aerospace (GE) as the single largest position, accounting for 35.6% of total equity value, followed by Janus Henderson Group plc (JHG), Solventum Corporation (SOLV), Ferguson Plc New (FERG), and others. Collectively, the top five holdings represent 94.2% of the portfolio, showing how capital is distributed among core positions and long-term investments.