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Nelson Peltz Trian Fund Management

AUM $4.23B
1-Year Est. Return 31.93%
 

Nelson Peltz is a founding partner of Trian Fund Management and one of the best-known activist investors of the past two decades. Trian typically takes large stakes in established companies and pushes for operational improvement, portfolio focus, and capital-return discipline. Peltz’s campaigns at major consumer, industrial, and financial companies keep Trian firmly in the public spotlight.

This Fund
S&P 500
This Quarter Est. Return
+15.26%
1 Year Est. Return
+31.93%
3 Year Est. Return
+105.52%
5 Year Est. Return
+95.38%
10 Year Est. Return
+298.68%
AUM
$4.23B
AUM Growth
+$371M
Cap. Flow
-$154M
Cap. Flow %
-3.64%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
2
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
GEHC icon
GE HealthCare
GEHC
+$203M
2
WEN icon
Wendy's
WEN
+$160K

Top Sells

Rank Stock Value
1
JHG
Janus Henderson
JHG
+$321M
2
IVZ icon
Invesco
IVZ
+$35.7M

Sector Composition

Rank Sector Weight
1 Industrials 41.7%
2 Financials 32.54%
3 Healthcare 19.69%
4 Consumer Discretionary 5.97%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
1
GE Aerospace
GE
$361B
$1.51B 35.61%
4,030,765
– –
JHG
2
DELISTED
Janus Henderson
JHG
$1.33B 31.53%
25,654,382
-6,213,418
-19% -$321M
SOLV icon
3
Solventum
SOLV
$15.2B
$635M 15.02%
8,236,753
– –
FERG icon
4
Ferguson
FERG
$46.9B
$258M 6.09%
1,086,357
– –
WEN icon
5
Wendy's
WEN
$1.72B
$253M 5.97%
30,468,434
+22,412
+0.1% +$160K
GEHC icon
6
GE HealthCare
GEHC
$33.8B
$197M 4.67%
3,085,344
+3,081,300
+76,194% +$203M
IVZ icon
7
Invesco
IVZ
$14.1B
$42.9M 1.01%
1,625,472
-1,345,472
-45% -$35.7M
MICC
8
The Magnum Ice Cream Company N.V.
MICC
$12.2B
$4.2M 0.1%
241,042
– –

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Nelson Peltz's Q2 2026 Portfolio in Review

As of Q2 2026, Nelson Peltz held 8 positions worth $4.23B, up 9.6% from $3.86B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Nelson Peltz withdrew a net $154M in Q2 2026, reducing 2 holdings. Its largest reduction was Janus Henderson, cutting an estimated $321M.

By sector, the portfolio is most concentrated in Industrials at 42% of assets, up from 36% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Nelson Peltz added an estimated $203M to GE HealthCare.

  • Nelson Peltz added most to GE HealthCare in Q2 2026, an estimated $203M increase.
  • Nelson Peltz's biggest Q2 2026 reduction was Janus Henderson, cutting an estimated $321M.
  • Nelson Peltz's ten largest holdings make up 100% of its $4.23B portfolio in Q2 2026.
  • Nelson Peltz opened 0 new positions and closed 0 in Q2 2026.
  • Nelson Peltz's portfolio value rose 9.6% quarter-over-quarter to $4.23B.

Based on Trian Fund Management's 13F filing for Q2 2026, filed 12 Aug 2026.