Nelson Peltz
Trian Fund Management · Takes a big stake, then pushes the company to change
Top 5 holdings: GE 35.6%, Janus Henderson Group plc 31.5%, SOLV 15.0%, Ferguson Plc New 6.1%, WEN 6.0%
Holdings in or near the buy zone today
From stocks Nelson Peltz holds · latest close
Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated
Trades in Q2 2026
Compared with the previous quarter's report
All holdings
Weight = value of that stock ÷ total value of US stocks in the report
Janus Henderson Group plc · shares -19%
Ferguson Plc New
Invesco Ltd. · shares -45%
Magnum Ice Cream Co NV
Portfolio value over time
Each quarter per the 13F report (value at quarter end)
Latest $4.2B
| Quarter | GE | Janus Hender | SOLV | Ferguson Plc | WEN |
|---|---|---|---|---|---|
| Q2 2026 | 35.6% | 31.5% | 15.0% | 6.1% | 6.0% |
| Q1 2026 | 29.6% | 42.4% | 13.9% | 6.6% | 5.5% |
| Q4 2025 | 31.2% | 38.1% | 16.4% | 6.1% | 6.4% |
| Q3 2025 | 29.5% | 34.5% | 15.0% | 5.9% | 6.8% |
| Q2 2025 | 27.4% | 32.6% | 16.9% | 6.2% | 9.2% |
| Q1 2025 | 21.6% | 30.8% | 17.2% | 4.3% | 11.9% |
Sector breakdown
Other whales
13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice