Trian Fund Management

Managed by Nelson Peltz

Portfolio value: $3.86B
Holdings: 8
Top 5 weight: 98.03%
Latest filing: Q1 '26 Mar 31

Portfolio

Reported 13F holdings, largest positions first

8holdings

JHG 42.41%GE 29.63%SOLV 13.94%FERG 6.57%WEN 5.48%IVZ 1.87%Other 0.1%

Company% PortfolioSharesValue

JHGJHG42.41%31,868,000$1.64B

GEGE AEROSPACE29.63%4,031,000$1.14B SOLVSOLVENTUM CORP13.94%8,237,000$537.90M FERGFERGUSON ENTERPRISES INC6.57%1,086,000$253.40M WENWENDY'S CO5.48%30,446,000$211.60M IVZINVESCO LTD1.87%2,971,000$72.20M MICCMAGNUM ICE CREAM CO NV0.09%241,000$3.60M GEHCGE HEALTHCARE TECHNOLOGIES INC0.01%4,000$300.00K

From the fund's Q1 '26 13F filingWhat is a 13F?

Activity

Buys and sells, quarter by quarter

Mar 31, 2026 filing - 2 moves · 2 buy-side · 0 sell-side

CompanyChangeValue

WENWENDY'S CO0.0%$211.60M MICCMAGNUM ICE CREAM CO NVNew$3.60M

Changes are share-count changes vs. the prior quarter

About this investor

Trian Fund Management is Nelson Peltz's activist firm, which takes meaningful stakes in large, established companies and works with boards to improve operations and capital allocation. Trian favors a constructive, operationally focused style over hostile tactics, often in consumer and industrial names. The aim is long-term margin and earnings improvement rather than quick trades.

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