Nelson Peltz - Trian Fund Management Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Trian Fund Management portfolio balances reported a total equity value of $3.86B across 8 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight Janus Henderson Group plc (JHG) as the single largest position, accounting for 42.4% of total equity value, followed by GE Aerospace (GE), Solventum Corporation (SOLV), Ferguson Plc New (FERG), and others. Collectively, the top five holdings represent 98.0% of the portfolio, showing how capital is distributed among core positions and long-term investments.