Nelson Peltz
Trian Fund Management
Trian Fund Management Portfolio 13F
Nelson Peltz Holdings Activity
- Portfolio value:
- $3.86B~ (-$124M~)
- Previous value:
- $3.98B~
- # of changes:
- 2
- New positions:
- 1
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 15 May 2026
Trian Fund Management has disclosed a total of 2 changes to the portfolio in the (2026 Q1) SEC report(s): increased the number of shares of 1 and bought 1 totally new position(s).
In the 2026 Q1 report(s) the following change has been made to the top investments: (WEN) The Wendys Co (added shares +0.02%).
2 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
The Magnum Ice Cream Company N.V
|
new
|
+241,042
|
241,042
|
+0.09%
|
$14.95
|
+33.38%($19.94)
|
0.09%
|
2026 Q1
|
~0.25 years
|
|
|
|
The Wendys Co
|
+0.02%
|
+5,704
|
30,446,022
|
+0%
|
$6.95
|
+21.32%($8.43)
|
5.48%
|
2013 Q2*
|
> 13 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".