All investors
Nelson Peltz
Trian Fund Management · Activist
Activist pressing consumer giants to restructure
Reported Value (13F)
$4.2B
Positions
8 stocks
Quarter
2026 Q2
Filed
2026-08-12
Quarter Changes
NEW0
None
Add2
WEN+0.1%GEHC+76194.4%
Trim2
Janus Henderson Group PLC-19.5%Invesco Ltd.-45.3%
Sold Out0
None
Holdings8
| # | Company | Weight | Value |
|---|---|---|---|
| 1 | GEGe Aerospace | 35.61% | $1.5B |
| 2 | Janus Henderson Group PLCTrim -19.5%ORD SHS | 31.53% | $1.3B |
| 3 | SOLVSolventum Corporation | 15.02% | $635.5M |
| 4 | Ferguson PLC NewSHS | 6.09% | $257.8M |
| 5 | WENAdd +0.1%Wendys Co. | 5.97% | $252.6M |
| 6 | GEHCAdd +76194.4%Ge Healthcare Technologies Inc. | 4.67% | $197.5M |
| 7 | Invesco Ltd.Trim -45.3%SHS | 1.01% | $42.9M |
| 8 | Magnum Ice Cream Co NVORD SHS | 0.10% | $4.2M |