Trian Fund Management, L.P. Nelson Peltz
New York, NY 23 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $4.2B
- 8 holdings
- 2026 Q2
- +9.6% QoQ
- Top 5 94.2%
In 2026 Q2 Nelson Peltz added to GE HealthCare and Wendys, and trimmed Janus Henderson Group and Invesco.
AUM over time
Latest book
| GE, GE Aerospace | Hold | 4,030,765 | $373.73 | $1.5B | — | — | |
| JHG, Janus Henderson Group | Reduce −19.5% | 25,654,382 | $52.00 | $1.3B | −6,213,418 | −$303M | |
| SOLV, Solventum | Hold | 8,236,753 | $77.15 | $635M | — | — | |
| FERG, Ferguson | Hold | 1,086,357 | $237.33 | $258M | — | — | |
| WEN, Wendys | Add +0.1% | 30,468,434 | $8.29 | $253M | +22,412 | +$41M | |
| GEHC, GE HealthCare | Add +76194.4% | 3,085,344 | $64.01 | $197M | +3,081,300 | +$197M | |
| IVZ, Invesco | Reduce −45.3% | 1,625,472 | $26.39 | $43M | −1,345,472 | −$29M | |
| MICC, Magnum Ice Cream | Hold | 241,042 | $17.41 | $4.2M | — | — |
Filings history
20 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 8 | $4.2B | +9.6% | 13F-HR | 8/12/2026 | 000134547126000035 |
| 2026 Q1 | 8 | $3.9B | −3.1% | 13F-HR | 5/15/2026 | 000134547126000026 |
| 2025 Q4 | 7 | $4B | −3.0% | 13F-HR | 2/17/2026 | 000134547126000015 |
| 2025 Q3 | 7 | $4.1B | +8.3% | 13F-HR | 11/14/2025 | 000134547125000051 |
| 2025 Q2 | 10 | $3.8B | +1.5% | 13F-HR | 8/14/2025 | 000134547125000028 |
| 2025 Q1 | 10 | $3.7B | −3.7% | 13F-HR | 5/15/2025 | 000134547125000018 |
| 2024 Q4 | 10 | $3.9B | −0.3% | 13F-HR | 2/14/2025 | 000134547125000009 |
| 2024 Q3 | 10 | $3.9B | −5.1% | 13F-HR | 11/13/2024 | 000134547124000040 |
| 2024 Q2 | 12 | $4.1B | −48.9% | 13F-HR | 8/14/2024 | 000134547124000032 |
| 2024 Q1 | 9 | $8B | +14.5% | 13F-HR | 5/15/2024 | 000134547124000018 |
| 2023 Q4 | 9 | $7B | +6.6% | 13F-HR | 2/14/2024 | 000134547124000011 |
| 2023 Q3 | 9 | $6.6B | +69.4% | 13F-HR | 11/14/2023 | 000134547123000146 |
| 2023 Q2 | 8 | $3.9B | — | RESTATEMENT | 8/15/2023 | 000134547123000123 |
| 2023 Q2 | 8 | $3.9B | +3.4% | 13F-HR | 8/14/2023 | 000134547123000121 |
| 2023 Q1 | 8 | $3.8B | −3.1% | 13F-HR | 5/15/2023 | 000134547123000084 |
| 2022 Q4 | 8 | $4.9B | — | RESTATEMENT | 2/15/2023 | 000134547123000057 |
| 2022 Q4 | 8 | $4.9B | — | RESTATEMENT | 2/15/2023 | 000134547123000051 |
| 2022 Q4 | 8 | $3.9B | +1.9% | 13F-HR | 2/14/2023 | 000134547123000042 |
| 2022 Q3 | 8 | $3.8B | −16.5% | 13F-HR | 11/14/2022 | 000134547122000089 |
| 2022 Q2 | 8 | $4.5B | −23.8% | 13F-HR | 8/12/2022 | 000134547122000075 |
| 2022 Q1 | 8 | $6B | −19.9% | 13F-HR | 5/13/2022 | 000134547122000057 |
| 2021 Q4 | 9 | $7.5B | −7.3% | 13F-HR | 2/11/2022 | 000134547122000026 |
| 2021 Q3 | 9 | $8B | — | 13F-HR | 11/12/2021 | 000134547121000059 |
About
Trian Fund Management, L.P.
23 processed 13Fs on this site, 2021 Q3 to 2026 Q2