Nelson Peltz's Portfolio: Trian Fund Management 13F Holdings
Quarterly SEC 13F-HR filings · CIK 0001345471
Latest filing in plain English
As of the Q2 2026 13F filing (filed 2026-08-12), Nelson Peltz's Trian Fund Management reported $4.2B across 8 disclosed US equity positions. The largest holdings: GE (35.6%), Janus Henderson Group plc (31.5%), SOLV (15.0%), Ferguson Plc New (6.1%), WEN (6.0%). During the quarter the fund opened 0 new positions, exited 0, added to 1, and trimmed 2 — 0% turnover.
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Parsed quarterly from SEC EDGAR 13F-HR filings. A 13F discloses the US-listed long positions (and listed options) of institutional managers with $100M+ in US equities, filed up to 45 days after quarter-end — it excludes shorts, bonds, foreign-listed shares, and anything traded since the report date. Tickers are resolved from CUSIPs via OpenFIGI with manual corrections. Q/Q change compares share counts against the prior filing; the NEW / ADD / TRIM chips and turnover come from the same quarter-over-quarter comparison. Not investment advice.