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%.
PROStill at the same price?
A 13F arrives 45 days late. See the estimated buy price of the other 6 positions, the move since, and where each stands against Makkler Fair Value with MakklerPRO.
GEGE Aerospace35.6%Unchanged- Price
- $307.63
- Since est. buy
- -1.7%
- Fair Value gap
- -35.0%
- JAJanus Henderson Group PlcJanus Henderson Group Plc31.5%-19.5%
- Price
- —
- Since est. buy
- —
- Fair Value gap
- —
SOLVSolventum Corporation15.0%Unchanged- Price
- $86.30
- Since est. buy
- Fair Value gap
- FEFerguson Plc NewFerguson Plc New6.1%Unchanged
- Price
- —
- Since est. buy
- Fair Value gap
WENWendy's Company6.0%Unchanged- Price
- $6.35
- Since est. buy
- Fair Value gap
GEHCGE Healthcare Technologies Inc.4.7%+76,194%- Price
- $68.79
- Since est. buy
- Fair Value gap
IVZInvesco Ltd.1.0%-45.3%- Price
- $28.92
- Since est. buy
- Fair Value gap
- MAMagnum Ice Cream Co NvMagnum Ice Cream Co Nv<0.1%Unchanged
- Price
- —
- Since est. buy
- Fair Value gap
Values are US dollar amounts as of the filing. The estimated buy price is the quarter's average close; Fair Value is the same model as on Makkler's stock pages.
MakklerAI
Ask MakklerAI about Nelson Peltz's portfolio
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.