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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
+4.42%
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
$3.98B
AUM Growth
-$123M
Cap. Flow
-$302M
Cap. Flow %
-7.58%
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
3
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
GE icon
GE Aerospace
GE
+$166K
2
WEN icon
Wendy's
WEN
+$28.4K
3
GEHC icon
GE HealthCare
GEHC
+$1.17K

Top Sells

Rank Stock Value
1
IVZ icon
Invesco
IVZ
+$285M
2
SOLV icon
Solventum
SOLV
+$17.3M

Sector Composition

Rank Sector Weight
1 Financials 40.01%
2 Industrials 37.23%
3 Healthcare 16.39%
4 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JHG
1
DELISTED
Janus Henderson
JHG
$1.52B 38.05%
31,867,800
– –
GE icon
2
GE Aerospace
GE
$361B
$1.24B 31.16%
4,030,765
+552
+0% +$166K
SOLV icon
3
Solventum
SOLV
$15.2B
$653M 16.38%
8,236,753
-226,066
-3% -$17.3M
WEN icon
4
Wendy's
WEN
$1.72B
$254M 6.36%
30,440,318
+3,295
+0% +$28.4K
FERG icon
5
Ferguson
FERG
$46.9B
$242M 6.07%
1,086,357
– –
IVZ icon
6
Invesco
IVZ
$14.1B
$78M 1.96%
2,970,944
-11,657,511
-80% -$285M
GEHC icon
7
GE HealthCare
GEHC
$33.8B
$332K 0.01%
4,044
+15
+0.4% +$1.17K

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Nelson Peltz's Q4 2025 Portfolio in Review

As of Q4 2025, Nelson Peltz held 7 positions worth $3.98B, down 3% from $4.11B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Nelson Peltz withdrew a net $302M in Q4 2025, reducing 2 holdings. Its largest reduction was Invesco, cutting an estimated $285M.

By sector, the portfolio is most concentrated in Financials at 40% of assets, down from 43% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Nelson Peltz added an estimated $166K to GE Aerospace.

  • Nelson Peltz added most to GE Aerospace in Q4 2025, an estimated $166K increase.
  • Nelson Peltz's biggest Q4 2025 reduction was Invesco, cutting an estimated $285M.
  • Nelson Peltz's ten largest holdings make up 100% of its $3.98B portfolio in Q4 2025.
  • Nelson Peltz opened 0 new positions and closed 0 in Q4 2025.
  • Nelson Peltz's portfolio value fell 3% quarter-over-quarter to $3.98B.

Based on Trian Fund Management's 13F filing for Q4 2025, filed 17 Feb 2026.