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Nelson Peltz

Trian Fund Management, L.P.

·

CIK

1345471

Nelson Peltz is the activist investor leading Trian Fund Management.

19 Sep 2026

Last Update

AUM
$4.23B
Holdings
8
ROI %
7.16%
QoQ%
-1.51%
Avg. Holding Period
4y

Sector Breakdown

Top Investments

Performance

Holdings

S&P 500

Stocks

8

Options

0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date
GE

GE

GE Aerospace
$125.02(198.94%)
30 Jun 2026
JH

JHG

Janus Henderson Group PLC
$30.1(72.76%)
30 Jun 2026
SO

SOLV

Solventum Corp.
$58.47(31.95%)
30 Jun 2026
FE

FERG

Ferguson Plc
$125.7(88.81%)
30 Jun 2026
WE

WEN

The Wendy’s Co
$11.76(-29.51%)
30 Jun 2026
GE

GEHC

GE HealthCare Technologies Inc.
$64.03(-0.03%)
30 Jun 2026
IV

IVZ

Invesco Plc
$15.83(66.71%)
30 Jun 2026

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