Nelson Peltz — Portfolio & Holdings
Nelson Peltz of Trian Fund Management manages $4.23B across 8 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Nelson Peltz |
|---|---|
| Firm | Trian Fund Management |
| Assets Under Management (13F) | $4.23B |
| Number of Positions | 8 |
| Reporting Period | Q2 2026 |
Top Holdings
Nelson Peltz's largest reported holdings: GE, SOLV, WEN, GEHC, IVZ.
All 5 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | GE | General Electric | 35.61% | $1.51B | Unchanged |
| 3 | SOLV | Solventum Corp | 15.02% | $635M | Unchanged |
| 5 | WEN | Wendy's Co | 5.97% | $253M | Added 0.07% |
| 6 | GEHC | GE HealthCare Technologies Inc. | 4.67% | $197M | New position |
| 7 | IVZ | Invesco Ltd. | 1.01% | $42.9M | Reduced 45.29% |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 09:28 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 09:28 UTC. This page is informational and not investment advice.
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