TRIAN FUND MANAGEMENT, L.P. — 13F-HR — 2026-06-30
U.S. SEC EDGAR · Published 12 Aug 2026 · Collected 22 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
PERSON / P085INVESTOR
Nelson Peltz
Trian co-founder and activist investor. The source biography is undated; its historical board appointments are not presented as current roles.
Biography: conferences.law.stanford.edu
READ THIS FIRST ↗
These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.
A CLOSER LOOK / 30 Jun 2026Largest positions
Largest positions
in this source table.
Weights calculated from the complete reported table of U.S. SEC EDGAR. Denominator: that source’s disclosed public table, not personal wealth.
See source & scope ↗GE Aerospace
35.61%
Janus Henderson Group plc
31.53%
Solventum Corporation
15.02%
Ferguson Plc New
6.09%
Wendys Co.
Top 5 of 8 selected source-table records. 5.97%
Comparison unavailable.
Split adjustments and security identity require review before comparison.
01 / THE RECORDS8 MATCHING RECORDS
The disclosed positions.
2 record sources ↗| ASSET / SECURITY | REPORTED QUANTITY | REPORTED VALUE / USD | WEIGHT | QUARTERLY ACTIVITY | RECORD TYPE / OWNER | SOURCE |
|---|---|---|---|---|---|---|
| 369604301GE Aerospace | 4,030,765shares | $1,506,417,803Reported market value$373.73 / reported unit (derived) | 35.61%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: PELTZ NELSON; MAY PETER W; Trian Fund Management GP, LLC. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G4474Y214Janus Henderson Group plc | 25,654,382shares | $1,334,027,864Reported market value$52 / reported unit (derived) | 31.53%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: PELTZ NELSON; MAY PETER W; Trian Fund Management GP, LLC. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 83444M101Solventum Corporation | 8,236,753shares | $635,465,494Reported market value$77.15 / reported unit (derived) | 15.02%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: PELTZ NELSON; MAY PETER W; Trian Fund Management GP, LLC. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G3421J106Ferguson Plc New | 1,086,357shares | $257,825,107Reported market value$237.33 / reported unit (derived) | 6.09%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: PELTZ NELSON; MAY PETER W; Trian Fund Management GP, LLC. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 95058W100Wendys Co. | 30,468,434shares | $252,583,318Reported market value$8.29 / reported unit (derived) | 5.97%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: PELTZ NELSON; MAY PETER W; Trian Fund Management GP, LLC. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 36266G107GE HealthCare Technologies Inc. | 3,085,344shares | $197,492,869Reported market value$64.01 / reported unit (derived) | 4.67%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: PELTZ NELSON; MAY PETER W; Trian Fund Management GP, LLC. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G491BT108Invesco Ltd. | 1,625,472shares | $42,896,206Reported market value$26.39 / reported unit (derived) | 1.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: PELTZ NELSON; MAY PETER W; Trian Fund Management GP, LLC. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| N5505D105Magnum Ice Cream Co NV | 241,042shares | $4,196,541Reported market value$17.41 / reported unit (derived) | 0.10%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: PELTZ NELSON; MAY PETER W; Trian Fund Management GP, LLC. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.
02 / THE REFERENCES
Go back to the evidence.
Details ↗Open in the source library ↗
TRIAN FUND MANAGEMENT, L.P. — 13F-HR — 2026-03-31
U.S. SEC EDGAR · Published 15 May 2026 · Collected 22 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
Found a missing detail or an error?Help improve this record ↗
BUILT WITH YOUR INPUTYour comments help
Your comments help
HoldingsAtlas grow.
Tell us what is useful, what is missing and what we could do better. Your feedback matters.
Visit the feedback page ↗