Trian Fund Management

Nelson Peltz

Nelson Peltz co-founded Trian Fund Management, which takes large stakes in consumer, industrial and financial companies. Trian typically seeks board representation and works with management on operating performance.

SEC filings, CIK 0001345471 SEC filings, CIK 0000928265 @TrianPartners on X

Public rank, Nov 1: #7
13F portfolio value: $4.23B
13F positions: 8
Recent 13D / Form 4: 0

Rank history

Rank in each edition. Locked editions hide their top 5 until they unlock.

Disclosed moves in public editions

The most recent moves from editions free readers can see, newest first.

Nelson Peltz: disclosed moves in public editions
Date Invested	Company	Symbol	Shares	Value	Filing
Oct 28, 2026	The Wendy's CompanyUpdateStake updateTake-private proposal	WEN	—	—	13D/AFiled Oct 28, 2026

The Wendy's Company
WEN
UpdateStake update
Take-private proposal
Shares
—
Value
—
Date invested
Oct 28, 2026
13D/AFiled Oct 28, 2026

Top 13F holdings

13F for Q2 2026, filed Aug 12, 2026 (holdings as of Jun 30, 2026). Total reported value $4,230,905,202 across 8 positions.

The latest 13F filed by Sep 30, 2026; newer 13Fs appear as each edition unlocks.

View the 13F on EDGAR ↗

GE Aerospace
GE
$1,506,417,80335.6% of portfolio4,030,765 shunchanged
Janus Henderson Group plc
—
$1,334,027,86431.5% of portfolio25,654,382 shtrimmed
Solventum Corporation
SOLV
$635,465,49415.0% of portfolio8,236,753 shunchanged
Ferguson Plc
—
$257,825,1076.1% of portfolio1,086,357 shunchanged
Wendys Co.
WEN
$252,583,3186.0% of portfolio30,468,434 shadded
GE HealthCare Technologies Inc.
GEHC
$197,492,8694.7% of portfolio3,085,344 shadded
Invesco Ltd.
IVZ
$42,896,2061.0% of portfolio1,625,472 shtrimmed
Magnum Ice Cream Co NV
MICC
$4,196,5410.1% of portfolio241,042 shunchanged

Nelson Peltz: top 13F holdings
Company	Symbol	Shares	Value	% of portfolio	vs. prior 13F
GE Aerospace	GE	4,030,765	$1,506,417,803	35.6%	unchanged
Janus Henderson Group plc	—	25,654,382	$1,334,027,864	31.5%	trimmed
Solventum Corporation	SOLV	8,236,753	$635,465,494	15.0%	unchanged
Ferguson Plc	—	1,086,357	$257,825,107	6.1%	unchanged
Wendys Co.	WEN	30,468,434	$252,583,318	6.0%	added
GE HealthCare Technologies Inc.	GEHC	3,085,344	$197,492,869	4.7%	added
Invesco Ltd.	IVZ	1,625,472	$42,896,206	1.0%	trimmed
Magnum Ice Cream Co NV	MICC	241,042	$4,196,541	0.1%	unchanged

Recent filings

Schedule 13D, 13D/A and Form 4 filings, newest first. Filings through Sep 30, 2026; newer filings appear as each edition unlocks.

No recent Schedule 13D or Form 4 filings through Sep 30, 2026.

All investors

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