NP

Nelson Peltz

Activist
Trian Fund Management

Founding partner of Trian Fund Management. Long-only activist known for constructive board engagement at large-cap consumer and industrial companies including P&G, Disney, and Unilever.

Q2 2026 13F FilingFiled August 12, 2026View on SEC EDGAR
Total positions
4
Portfolio value
$2.38B
Top-10 concentration
56.3%
First quarter loaded — quarter-over-quarter changes will appear once Q2 2026 data is filed (~August 2026).
Sector allocation3 sectors
Industrials63.2%
Healthcare35.0%
Financial Services1.8%

Q2 2026 Portfolio4 positions

#, Company, % of Portfolio, Value
#Company% of PortfolioValueSharesvs Last Qtr
1
GEGE Aerospace10
35.6%
$1.51B4.03M—
2
SOLVSolventum Corporation2
15.0%
$635.5M8.24M—
3
GEHCGE HealthCare Technologies Inc.
4.7%
$197.5M3.09M—
4
IVZInvesco Ltd.3
1.0%
$42.9M1.63M—
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Data sourced from SEC 13F-HR filings via EDGAR. Holdings are reported quarterly and may not reflect current positions. CUSIP-to-ticker mapping is approximate. Not financial advice.