Nelson Peltz
Trian Fund Management
Co-founder of Trian, an activist investor in large consumer and industrial companies who often seeks board seats.
13F portfolio value
Q2 2026
$4.23B
1-year growth
+11.6%
2-year growth
+3.2%
Positions
8
Top 10 share
100.0%
Quarterly turnover
4.7%
Last filed
Aug 12, 2026
Q2 2026: summary
MakklerAI- Trian’s 13F portfolio reached $4.2B across 8 positions; its top 10 holdings represented 100% of the portfolio.
- Janus Henderson was cut 19.5% to $1.3B and a 31.5% weight, down from 42.4% last quarter.
- GEHC shares rose 76,194.4% to $197M (4.7% of the portfolio), while IVZ was reduced 45.3% to $43M (1.0%).
- GE’s portfolio weight climbed to 35.6% from 29.6% last quarter; GE and Janus Henderson together accounted for 67.1%.
Filings between 13Fs
Form 4 (insider trades, filed within 2 business days) and Schedule 13D/13G (stakes above 5%). Much fresher than a 13F, which can be 45 days old.
- 13D · active stakeJanus Henderson Group Plc
Jun 30, 2026
13.0% stake · 0 sharesSEC - 13D · active stake
Jun 18, 2026
- 13D · active stake
May 14, 2026
- Sold
May 14, 2026
- Sold
May 14, 2026
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Explore this quarter's moves and where each position stands against its estimated buy price and Makkler Fair Value. Answers are based on the 13F and today's prices.