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
| DIS - The Walt Disney | 41.67% | Reduce −1.6% | 32,337,856 | $90.29 | $2.9B | −530,451 | +$256M |
| JHG - Janus Henderson Group | 13.71% | Hold | 31,867,800 | $30.15 | $961M | — | — |
| FERG - Ferguson | 11.55% | Reduce −22.6% | 4,190,252 | $193.07 | $809M | −1,224,966 | −$82M |
| WEN - Wendys | 8.75% | Reduce −5.6% | 31,467,150 | $19.48 | $613M | −1,883,593 | −$68M |
| IVZ - Invesco | 8.64% | Hold | 33,940,096 | $17.84 | $605M | — | — |
| GE - GE Aerospace | 7.34% | Add 0.0% | 4,030,213 | $127.63 | $514M | +373 | +$69M |
| ALL - The Allstate | 5.58% | Reduce −23.3% | 2,793,098 | $139.98 | $391M | −850,520 | −$15M |
| GEHC - GE HealthCare | 1.48% | Add 0.0% | 1,342,833 | $77.32 | $104M | +3 | +$12M |
| SYY - Sysco | 1.28% | Hold | 1,223,500 | $73.13 | $89M | — | — |
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