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

As of Jun 30, 2026, the Trian Fund Management portfolio balances reported a total equity value of $4.23B across 8 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 12, 2026, providing an updated snapshot of assets under management.

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.