NP
| |
Nelson Peltz13F | |
| TRIAN FUND MANAGEMENT, L.P. | |
| Last update 2026-08-12 | 8 Stocks (0 new) |
| Value $4.23 Bil | Turnover 5 % |
Nelson Peltz Profile
Nelson Peltz has been CEO and a Founding Partner of Trian since November 2005. Mr. Peltz serves as the non-executive Chairman of The Wendy’s Company. Peltz is also a director of The Procter & Gamble Company, Invesco Ltd. and Madison Square Garden Sports Corp. (f/k/a The Madison Square Garden Company). Trian invests in a concentrated portfolio of undervalued and underperforming public companies, typically within the Consumer, Industrial and Financial Services sectors, where it aims to enhance long-term shareholder value through operational and strategic initiatives.
Nelson Peltz Investing Philosophy
Trian aims to bring an ownership mentality to public market investing through the following pillars:
Asymmetric Risk/Reward: Trian's focus on high-quality, mid-to-large cap companies with time-tested business models offers a favorable risk/reward dynamic and less competition among peers given barriers to entry.
Long-Term, Operational Focus: Trian's private equity-like, operations-centric investment process is designed to generate income statement initiatives focused on driving earnings growth over the long term.
Collaborative Engagement: Trian's approach as a highly engaged shareowner with significant reputational capital allows Trian to build trust with management teams, boards and other stakeholders.
ESG: Trian promotes and supports, particularly through board representation, the implementation of ESG initiatives that it believes will lead to improved company culture and drive long-term financial performance.
Nelson Peltz Top Holdings of 2026-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GE | GE Aerospace | 4,030,765 | 1,506,417.8 | 0% | 35.610 | 0% | 0.390 | +6.92% | +11.52% | 355,448.2 | Aerospace & Defense | |
JHG | Janus Henderson Group PLC | 25,654,382 | 1,334,027.9 | -19.50% | 31.530 | -8.27% | 16.650 | +0.87% | +9.21% | 8,004.2 | Asset Management | |
SOLV | Solventum Corp | 8,236,753 | 635,465.5 | 0% | 15.020 | 0% | 4.840 | +19.99% | +14.99% | 15,510.8 | Medical Devices & Instruments | |
FERG | Ferguson Enterprises Inc | 1,086,357 | 257,825.1 | 0% | 6.090 | 0% | 0.560 | +1.26% | +4.21% | 44,202.0 | Industrial Distribution | |
WEN | The Wendy's Co | 30,468,434 | 252,583.3 | +0.07% | 5.970 | 0% | 15.980 | +12.24% | +2.94% | 1,575.6 | Restaurants | |
GEHC | GE HealthCare Technologies Inc | 3,085,344 | 197,492.9 | +76,194.36% | 4.670 | +4.66% | 0.680 | +14.17% | -12.43% | 32,397.2 | Medical Devices & Instruments | |
IVZ | Invesco Ltd | 1,625,472 | 42,896.2 | -45.29% | 1.010 | -0.85% | 0.370 | +17.89% | +27.93% | 14,507.7 | Asset Management | |
MICC | The Magnum Ice Cream Co NV | 241,042 | 4,196.5 | 0% | 0.100 | 0% | 0.040 | +23.20% | +27.32% | 12,375.7 | Consumer Packaged Goods |
Nelson Peltz's Historical Top Holdings Breakdowns
Nelson Peltz's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JHG | Janus Henderson Group PLC | 2026-06-30 | Reduce Reduce | -8.27% | 51.37 ($51.7) 51.97 | $51.95 | 0.48% | Reduce -19.5% | 25,654,382 | -6,213,418 | |
GEHC | GE HealthCare Technologies Inc | 2026-06-30 | Add Add | +4.66% | 59.49 ($65.81) 74.67 | $71.72 | 8.99% | Add 76194.36% | 3,085,344 | 3,081,300 | |
IVZ | Invesco Ltd | 2026-06-30 | Reduce Reduce | -0.85% | 22.77 ($26.47) 29.2 | $32.86 | 24.14% | Reduce -45.29% | 1,625,472 | -1,345,472 | |
WEN | The Wendy's Co | 2026-06-30 | Add Add | 0% | 6.17 ($7.14) 8.29 | $8.27 | 15.76% | Add 0.07% | 30,468,434 | 22,412 | |
MICC | The Magnum Ice Cream Co NV | 2026-03-31 | New Buy New Buy | +0.09% | 14.56 ($16.2) 19.87 | $20.18 | 24.57% | New holding | 241,042 | 241,042 | |
WEN | The Wendy's Co | 2026-03-31 | Add Add | 0% | 6.78 ($7.7) 8.65 | $8.27 | 7.34% | Add 0.02% | 30,446,022 | 5,704 | |
IVZ | Invesco Ltd | 2025-12-31 | Reduce Reduce | -6.51% | 22.44 ($24.45) 27.34 | $32.86 | 34.40% | Reduce -79.69% | 2,970,944 | -11,657,511 | |
SOLV | Solventum Corp | 2025-12-31 | Reduce Reduce | -0.40% | 66.28 ($76.65) 85.77 | $91.12 | 18.88% | Reduce -2.67% | 8,236,753 | -226,066 | |
GE | GE Aerospace | 2025-12-31 | Add Add | 0% | 283.6 ($301.13) 316.75 | $342.58 | 13.76% | Add 0.01% | 4,030,765 | 552 | |
GEHC | GE HealthCare Technologies Inc | 2025-12-31 | Add Add | 0% | 70.63 ($77.95) 86.05 | $71.72 | -7.99% | Add 0.37% | 4,044 | 15 |
Nelson Peltz Total Holding History ($B)
Nelson Peltz's Asset Allocation
Nelson Peltz Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Nelson Peltz's Hypothetical Growth since 2026-06-30
Nelson Peltz's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Nelson Peltz's Holdings Heat Map
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Nelson Peltz's Holdings Bubble Chart
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