Nelson Peltz – Trian Fund Management, L.P.

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
8
Portfolio value:
$3,859,779,000
Filed:
May 15, 2026
Style:
Activist Investor
HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 261 new
≡MICC – Magnum Ice Cream Co NVBuy241,0420.09
Q2 2025filed Aug 14, 251 added4 reduced
≡FERG – Ferguson Plc NewAdd 8.00%77,5921.91
Q1 2025filed May 15, 2511 new
≡JHG – Janus Henderson Group plcBuy31,867,80030.84
≡GE – GE AerospaceBuy4,030,21321.59
≡SOLV – Solventum CorporationBuy8,462,81917.23
≡IVZ – Invesco Ltd.Buy23,173,4429.41
≡WEN – Wendys Co.Buy15,480,2176.06
≡WEN – Wendys Co.Buy14,943,4665.85
≡FERG – Ferguson Plc NewBuy1,008,7654.33
≡UHAL – U-Haul Holding Company - BBuy1,124,7001.78
≡ALL – The Allstate CorporationBuy317,6501.76
≡UHAL – U-Haul Holding CompanyBuy652,0001.14
≡GEHC – GE HealthCare Technologies Inc.Buy4,0290.01
Q4 2024filed Feb 14, 253 added1 reduced
≡SOLV – Solventum CorporationAdd 19.00%1,336,5641.64
≡UHAL – U-Haul Holding CompanyAdd 45.00%202,4050.27
≡UHAL – U-Haul Holding Company - BAdd 7.00%75,645−0.08
Q3 2024filed Nov 13, 243 added3 reduced2 exited
≡SOLV – Solventum CorporationAdd 33.00%1,765,6765.85
≡UHAL – U-Haul Holding Company - BAdd 15.00%139,7550.61
≡UHAL – U-Haul Holding CompanyAdd 15.00%59,8950.31
Q2 2024filed Aug 14, 244 new1 added4 reduced1 exited
≡SOLV – Solventum CorporationBuy5,360,5796.91
≡FERG – Ferguson Plc NewAdd 9.00%106,2102.86
≡UHAL – U-Haul Holding Company - BBuy909,3001.33
≡UHAL – U-Haul Holding CompanyBuy389,7000.59
≡RTO – Rentokil Initial plcBuy470,0000.34
Q1 2024filed May 15, 241 added2 reduced
≡FERG – Ferguson Plc NewAdd 12.00%136,7870.33