Trian Fund Management
Managed by Nelson Peltz, co-founder and CEO13F portfolio value$4.2BQ2 2026 · up 10% vs Q1
Positions80 new · 0 sold out
Top 10 weight100%of portfolio value
Turnover7%vs Q1
Largest holdingGE35.6% of portfolio
Last filingAug 12for Q2 2026
What changed in Q2 2026
Automated summary of the 13F · filed Aug 12, 2026Added to GEHC (+76194% shares).
Biggest cut: Invesco (−45% of shares).
Since the quarter ended, the top 10 holdings on Markets are down about 8.3% on average, led by GE.
Holdings · Q2 2026
2Janus HendersonJanus Henderson31.5%$1.33B25.7MTrimmed −19%——
3SOLVSolventum15.0%$635M8.2MNo change——
4FergusonFerguson6.1%$258M1.1MNo change——
5WENWendys6.0%$253M30.5MNo change——
6GEHCGE Healthcare Technologies4.7%$197M3.1MAdded +76194%——
7InvescoInvesco1.0%$43M1.6MTrimmed −45%——
8Magnum ICE CreamMagnum ICE Cream0.1%$4M241KNo change——
Sector allocation
Industrials36%+6.0 ptOther64%−6.0 pt
Change shown in percentage points vs Q1. Holdings outside Markets’ coverage count as Other.Reported portfolio value
13F market value at each quarter end, US long positions only.Not investment advice. From SEC Form 13F filings (SEC EDGAR 13F). Following an investor alerts you when their next filing lands; it does not copy trades.