Featured 13F manager
Trian Fund Management, L.P. Nelson Peltz
New York, NY 23 processed 13Fs on this site · 2021 Q3–2026 Q2
- $4.2B
- 8 Positions
- 2026 Q2
- +9.6% QoQ
- Top 5 94.2%
Portfolio
top 5 94.2% · top 10 100.0%
- GE - GE Aerospace 35.6%
- JHG - Janus Henderson Group 31.5%
- SOLV - Solventum 15.0%
- FERG - Ferguson 6.1%
- WEN - Wendys 6.0%
- GEHC - GE HealthCare 4.7%
- IVZ - Invesco 1.0%
- MICC - Magnum Ice Cream 0.1%
AUM over time
Book
| FERG - Ferguson | 22.05% | Hold | 12,728,931 | $139.35 | $1.8B |
| CMCSA - Comcast · CL A | 13.90% | Hold | 19,991,416 | $55.93 | $1.1B |
| SYY - Sysco | 13.06% | Hold | 13,382,626 | $78.50 | $1.1B |
| JHG - Janus Henderson Group | 12.18% | Hold | 23,702,312 | $41.33 | $980M |
| IVZ - Invesco | 11.88% | Hold | 36,755,775 | $26.00 | $956M |
| PG - Procter and Gamble | 9.16% | Hold | 5,269,523 | $139.80 | $737M |
| WEN - Wendys | 6.83% | Hold | 25,333,339 | $21.68 | $549M |
| MDLZ - Mondelez Intl · CL A | 5.78% | Hold | 7,997,848 | $58.18 | $465M |
| GE - GE Aerospace | 5.16% | Hold | 4,025,628 | $103.03 | $415M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | 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 Q3–2026 Q2