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Nelson Peltz
ActivistTrian Fund Management
Activist investor focused on operational improvements at large corporations.
Portfolio Value
$4.0B
Holdings
7
Top 10 Concentration
100.0%
Latest Period
Q4 2025
Portfolio Holdings
As reported on February 17, 2026 · vs Q3 2025
| # | Security | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | Janus Henderson Group plc CUSIP: G4474Y214 | $1.5B | 31,867,800 | 38.1% | 0.0% |
| 2 | GE Aerospace CUSIP: 369604301 | $1.2B | 4,030,765 | 31.2% | +0.0% |
| 3 | Solventum Corporation CUSIP: 83444M101 | $652.7M | 8,236,753 | 16.4% | -2.7% |
| 4 | Wendys Co. CUSIP: 95058W100 | $253.6M | 30,440,318 | 6.4% | +0.0% |
| 5 | Ferguson Plc New CUSIP: G3421J106 | $241.9M | 1,086,357 | 6.1% | 0.0% |
| 6 | Invesco Ltd. CUSIP: G491BT108 | $78.0M | 2,970,944 | 2.0% | -79.7% |
| 7 | GE HealthCare Technologies Inc. CUSIP: 36266G107 | $331.7K | 4,044 | 0.0% | +0.4% |