Nelson Peltz - Trian Fund Management 13F Portfolio Holdings (Q1 2026)
As of Mar 31, 2026, the Trian Fund Management portfolio holdings is valued at approximately $3,859,778,188.00 featuring 7 publicly traded holdings. This in-depth profile highlights the top investments led by Janus Henderson Group plc (JHG), GE Aerospace (GE), Solventum Corporation (SOLV), Ferguson Plc New (FERG), and others based on the company's latest SEC filings reported on May 15, 2026. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Trian Fund Management's stock portfolio spans 7 holdings across 4 sectors, with a total market value of $3,859,778,188.00. The Other sector represents the largest allocation, while the top holdings account for nearly 100% of the total portfolio value. Janus Henderson Group plc remains the single largest position at 42.4% of all equity investments.
Complete Holdings
Showing 7 of 7 holdings.
| # | Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|---|
| 1 | Janus Henderson Group plc | JHG | Other | 42.41% | 31,867,800 | - | - | $1,637,048,886.00 |
| 2 | GE Aerospace | GE | Industrials | 29.63% | 4,030,765 | +552 | +0.01% | $1,143,810,184.00 |
| 3 | Solventum Corporation | SOLV | Healthcare | 13.93% | 8,236,753 | -226,066 | -2.67% | $537,859,971.00 |
| 4 | Ferguson Plc New | FERG | Other | 6.57% | 1,086,357 | - | - | $253,403,634.00 |
| 5 | Wendys Co. | WEN | Consumer Cyclical | 5.48% | 30,446,022 | +8,999 | +0.03% | $211,599,853.00 |
| 6 | Invesco Ltd. | IVZ | Other | 1.87% | 2,970,944 | -11,657,511 | -79.69% | $72,164,230.00 |
| 7 | GE HealthCare Technologies Inc. | GEHC | Healthcare | 0.01% | 4,044 | +15 | +0.37% | $287,852.00 |
Holdings by Sector
| Sector | Allocation | Value |
|---|---|---|
| Other | 50.90% | $1,962,616,750.00 |
| Industrials | 29.66% | $1,143,810,184.00 |
| Healthcare | 13.96% | $538,147,823.00 |
| Consumer Cyclical | 5.49% | $211,599,853.00 |
Portfolio insights
As of Mar 31, 2026, the Trian Fund Management portfolio holds 7 securities valued at $3,856,174,610.00. The Other sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.