Nelson Peltz runs Trian Fund Management, L.P., a concentrated book of 8 reported positions worth $4.2B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they trimmed Janus Henderson Group PLC. Their largest long position is General Electric at 36% of the reported non-option book.
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8 companies · Q2 2026 · click a row for its quarter-by-quarter history
| # | Stock | % of portfolio | Value | Shares | Latest change | History |
|---|---|---|---|---|---|---|
| 1 | General ElectricGE | 35.6% | $1.5B | 4.0M | —Held | |
| 2 | Janus Henderson Group PLCJHG | 31.5% | $1.3B | 25.7M | ▼−19% Reduced · −6.2M sh | |
| 3 | Solventum CorpSOLV | 15.0% | $635.5M | 8.2M | —Held | |
| 4 | Ferguson PLCFERG1GBX | 6.1% | $257.8M | 1.1M | —Held | |
| 5 | Wendy's CoWEN | 6.0% | $252.6M | 30.5M | ▲+0.1% Added · +22K sh | |
| 6 | Ge Healthcare TechnologyGEHC | 4.7% | $197.5M | 3.1M | ▲763× Added · +3.1M sh | |
| 7 | Invesco LtdIVZ | 1.0% | $42.9M | 1.6M | ▼−45% Reduced · −1.3M sh | |
| 8 | Magnum Ice Cream Co NVMICC | 0.1% | $4.2M | 241K | —Held |
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Nelson Peltz
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Madison Avenue Partners, LP | 2 / 8 | $324.0M |
| Newport Trust Company, LLC | 2 / 8 | $3.5B |
| Night Owl Capital Management, LLC | 2 / 8 | $77.2M |
| Codex Capital Asset Management L.L.C. | 2 / 8 | $21.8M |
| Credit Industriel Et Commercial | 2 / 8 | $109.8M |
| Terril Brothers, Inc. | 2 / 8 | $27.3M |
| Tandem Capital Management Corp | 2 / 8 | $14.8M |
| Grandfield & Dodd, LLC | 3 / 8 | $107.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Nelson Peltz: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
1 vehicle
This investor page is the Follow view. The Build view lets your agent pull the latest book, quarter-over-quarter moves, overlap with other managers, and the SEC filing behind each line, through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1345471/holdings"
Use Arkolith to show Nelson Peltz's latest 13F book, the biggest position changes this quarter, and the filing each one comes from.
Aggregated from SEC Form 13F filings (institutional reportable securities, disclosed quarterly, up to 45 days after quarter-end). Holdings are public domain, sourced to SEC EDGAR. The book totals, weighting, concentration and sectors cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those figures. No performance line is shown for this book yet. Every panel is one call to the Arkolith API & MCP server.