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Nelson Peltz

Trian Fund Management

Trian Fund Management Portfolio 13F

Nelson Peltz Holdings Activity

Portfolio value:
$3.98B≈ (-$123M≈)
Previous value:
$4.11B≈
# of changes:
5
New positions:
0
Reported for:
31 Dec 2025 (Q4)
Latest filing date:
17 Feb 2026
Trian Fund Management has disclosed a total of 5 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 3 and decreased the number of shares of 2 position(s).

What stocks did Nelson Peltz buy in 2025 Q4?

During 2025 Q4 Nelson Peltz has purchased 3 securities: (GE) GE Aerospace (added shares +0.01%), (WEN) The Wendys Co (added shares +0.01%) and (GEHC) GE HealthCare Technologies Inc (added shares +0.37%).

What did Nelson Peltz invest in during 2025 Q4?

Nelson Peltz's top 5 holdings (by % of portfolio) were (JHG) JANUS HENDERSON GROUP PLC (38.05%), (GE) GE Aerospace (31.16%), (SOLV) Solventum Corp (16.38%), (WEN) The Wendys Co (6.36%) and (FERG) Ferguson Plc (6.07%).
In the 2025 Q4 report(s) the following changes have been made to the top investments: (GE) GE Aerospace (added shares +0.01%), (SOLV) Solventum Corp (reduced shares -2.67%) and (WEN) The Wendys Co (added shares +0.01%).

Warning: SEC insider reports detected for Trian Fund Management (real-time trades and ownership disclosures)

6 transactions as of 3 weeks ago

5 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 GEHC
GE HealthCare Technologies Inc
+0.37%
+15
4,044
+0%
$82.02
-23.14%($63.04)
0.01%
2023 Q1
≈ 3.00 years
GE Aerospace GE
GE Aerospace
+0.01%
+552
4,030,765
+0%
$308.03
+15.35%($355.31)
31.16%
2015 Q2
≈ 10.75 years
The Wendys Co WEN
The Wendys Co
+0.01%
+3,295
30,440,318
+0%
$8.33
-5.28%($7.89)
6.36%
2013 Q2 or earlier
≈ 12.75+ years
Solventum Corp SOLV
Solventum Corp
-2.67%
-226,066
8,236,753
-0.44%
$79.24
+2.40%($81.14)
16.38%
2024 Q2
≈ 1.75 years
INVESCO LTD IVZ
INVESCO LTD
-79.69%
-11,657,511
2,970,944
-7.46%
$26.27
+13.25%($29.75)
1.96%
2020 Q2
≈ 5.75 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.