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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
-2.14%
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
$3.86B
AUM Growth
-$124M
Cap. Flow
+$3.95M
Cap. Flow %
0.1%
Top 10 Hldgs %
100%
Holding
8
New
1
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MICC
The Magnum Ice Cream Company N.V.
MICC
+$3.9M
2
WEN icon
Wendy's
WEN
+$43.9K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 44.28%
2 Industrials 36.2%
3 Healthcare 13.94%
4 Consumer Discretionary 5.48%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JHG
1
DELISTED
Janus Henderson
JHG
$1.64B 42.41%
31,867,800
– –
GE icon
2
GE Aerospace
GE
$361B
$1.14B 29.63%
4,030,765
– –
SOLV icon
3
Solventum
SOLV
$15.2B
$538M 13.94%
8,236,753
– –
FERG icon
4
Ferguson
FERG
$46.9B
$253M 6.57%
1,086,357
– –
WEN icon
5
Wendy's
WEN
$1.72B
$212M 5.48%
30,446,022
+5,704
+0% +$43.9K
IVZ icon
6
Invesco
IVZ
$14.1B
$72.2M 1.87%
2,970,944
– –
MICC
7
The Magnum Ice Cream Company N.V.
MICC
$12.2B
$3.6M 0.09%
+241,042
New +$3.9M
GEHC icon
8
GE HealthCare
GEHC
$33.8B
$288K 0.01%
4,044
– –

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Nelson Peltz's Q1 2026 Portfolio in Review

As of Q1 2026, Nelson Peltz held 8 positions worth $3.86B, down 3.1% from $3.98B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Nelson Peltz's Q1 2026 filing shows 1 new and 1 increased positions. Its largest new stake was The Magnum Ice Cream Company N.V.: 241,042 shares worth $3.6M.

By sector, the portfolio is most concentrated in Financials at 44% of assets, up from 40% a quarter earlier, followed by Industrials and Healthcare.

  • Nelson Peltz's largest Q1 2026 buy was The Magnum Ice Cream Company N.V.: 241,042 shares worth $3.6M.
  • Nelson Peltz added most to Wendy's in Q1 2026, an estimated $43.9K increase.
  • Nelson Peltz's ten largest holdings make up 100% of its $3.86B portfolio in Q1 2026.
  • Nelson Peltz opened 1 new position and closed 0 in Q1 2026.
  • Nelson Peltz's portfolio value fell 3.1% quarter-over-quarter to $3.86B.

Based on Trian Fund Management's 13F filing for Q1 2026, filed 15 May 2026.