Nelson Peltz
Trian Fund Management
Trian Fund Management Portfolio 13F
Nelson Peltz Holdings Activity
- Portfolio value:
- $4.23B~ (+$371M~)
- Previous value:
- $3.86B~
- # of changes:
- 4
- New positions:
- 0
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 12 Aug 2026
Trian Fund Management has disclosed a total of 4 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 2 position(s).
4 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
GE HealthCare Technologies Inc
|
+76,194.36%
|
+3,081,300
|
3,085,344
|
+4.66%
|
$64.01
|
+10.30%($70.60)
|
4.67%
|
2023 Q1
|
~3.50 years
|
|
|
|
The Wendys Co
|
+0.07%
|
+22,412
|
30,468,434
|
+0%
|
$8.29
|
+1.71%($8.43)
|
5.97%
|
2013 Q2*
|
> 13 years
|
|
|
|
JANUS HENDERSON GROUP PLC
|
-19.50%
|
-6,213,418
|
25,654,382
|
-8.37%
|
$52.00
|
|
31.53%
|
2020 Q2
|
~6.25 years
|
|
|
|
INVESCO LTD
|
-45.29%
|
-1,345,472
|
1,625,472
|
-0.92%
|
$26.39
|
+23.95%($32.71)
|
1.01%
|
2020 Q2
|
~6.25 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".