Nelson Peltz portfolio: holdings and latest trades
The stocks Trian Fund Management reported in its latest 13F filing, for Q2 2026: 8 positions worth about $4.2B, what was bought and sold in the quarter, and who Peltz is.
Data updated August 12, 2026 (13F for Q2 2026)
- 13F portfolio value
- $4.2B
- Positions
- 8
- Top 10 holdings
- 62%
- Change in value vs previous quarter
- +7.7%
Nelson Peltz top holdings (Q2 2026)
| # | Stock | % of portfolio | Value | Last quarter |
|---|---|---|---|---|
| 1 | GE General Electric | 35.6% | $1.5B | Unchanged |
| 2 | SOLV Solventum Corp | 15.0% | $635M | Unchanged |
| 3 | WEN Wendy'S Co/The | 6.0% | $253M | Unchanged |
| 4 | GEHC Ge Healthcare Technology | 4.7% | $197M | Added 76194% |
| 5 | IVZ Invesco Ltd. | 1.0% | $43M | Trimmed 45% |
| 6 | MICC Magnum Ice Cream Co Nv | 0.1% | $4M | Unchanged |
What Peltz bought and sold in Q2 2026
Bought or added
- GEHC Ge Healthcare TechnologyAdded 76194%
Sold or reduced
- — Janus Henderson Group PlcTrimmed 19%
- IVZ Invesco Ltd.Trimmed 45%
Changes in number of shares against the 13F for the previous quarter (Q1 2026), largest first.
Who is Nelson Peltz
- Role
- Co-founder of Trian Fund Management
- Fund
- Trian Fund Management, founded 2005
- Investment style
- Activist investing in large consumer and industrial companies, usually seeking board seats.
- Known for
- The 2017 proxy fight at Procter & Gamble
Nelson Peltz co-founded Trian Fund Management in 2005 with Peter May and Ed Garden. Trian takes large stakes in big companies and pushes for operational changes, often from a seat on the board.
Its best-known campaigns include a 2017 proxy fight at Procter & Gamble, which gave Peltz a board seat, and a 2024 campaign at Disney. The 13F shows only a handful of large positions.
- •The 2017 proxy fight at Procter & Gamble
- •The 2024 campaign at Disney
- •Board seats rather than public attacks
How to read 13F data
A 13F filing lists the US-listed stocks, ETFs and some options a manager held at the end of a quarter. It is filed up to 45 days after the quarter ends, so positions may have changed since. It does not show short positions, bonds, cash, foreign-listed shares or private investments, so for many funds it is only part of the picture.
Questions
What stocks does Nelson Peltz own?
According to the 13F filing of Trian Fund Management for Q2 2026 (period ending June 30, 2026), the largest holdings were General Electric (GE) 35.6%, Solventum Corp (SOLV) 15.0%, Wendy'S Co/The (WEN) 6.0%, Ge Healthcare Technology (GEHC) 4.7%, Invesco Ltd. (IVZ) 1.0%, out of 8 positions worth about $4.2B.
What did Peltz buy and sell last quarter?
New or larger positions in Q2 2026: GEHC. Sold or reduced: Janus Henderson Group Plc, IVZ. Changes are measured in shares against the previous quarter’s filing.
How up to date is Trian Fund Management’s portfolio?
13F filings are due within 45 days after each quarter ends. This page shows the filing made on August 12, 2026 for the quarter ended June 30, 2026; the fund may have traded since.
What does a 13F filing leave out?
A 13F filing lists the US-listed stocks, ETFs and some options a manager held at the end of a quarter. It is filed up to 45 days after the quarter ends, so positions may have changed since. It does not show short positions, bonds, cash, foreign-listed shares or private investments, so for many funds it is only part of the picture.
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Source: SEC Form 13F-HR filings via EDGAR. Holdings are as reported by the manager for the quarter shown and may have changed since. Educational content, not investment advice: MEDGE Capital does not recommend buying or selling any security. Risk disclaimer.