Fund manager
Nelson Peltz
Trian · Activist
Long-time activist investor with board seats at large consumer and industrial companies.
Top holdings
| Company | Weight | Value |
|---|---|---|
| Ge Aerospace (GE) | 35.6% | $1.5B |
| Janus Henderson Group Plc | 31.5% | $1.3B |
| Solventum Corporation (SOLV) | 15.0% | $635.5M |
| Ferguson Plc New | 6.1% | $257.8M |
| Wendys Co. (WEN) | 6.0% | $252.6M |
| Ge Healthcare Technologies Inc. (GEHC) | 4.7% | $197.5M |
| Invesco Ltd. | 1.0% | $42.9M |
| Magnum Ice Cream Co Nv | 0.1% | $4.2M |
From the Form 13F for the quarter ended 2026-06-30, filed 2026-08-12. Reported $4.2B across 8 positions.