Nelson Peltz - Trian Fund Management Holdings – 2026 Q1
Explore the latest portfolio disclosure for Nelson Peltz - Trian Fund Management, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.
The latest 2026 Q1 filing shows that Nelson Peltz - Trian Fund Management maintains its largest exposure in Unclassified Sector, which represents approximately 54.55% of the portfolio. This sector forms the core of Nelson Peltz - Trian Fund Management's investment stance during this reporting period.
Additional major allocations include Industrials (about 29.63%) and Healthcare (approximately 13.94%) , reflecting how Nelson Peltz - Trian Fund Management diversifies beyond its primary sector focus.
These sector weightings provide a clear view into Nelson Peltz - Trian Fund Management's positioning and conviction areas for the 2026 Q1 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| JHG | 31,867,800 | $51.37 | No Change | No Change | 42.41% | $1.64B | 2026 Q1 |
| GE | 4,030,765 | $283.77 | No Change | No Change | 29.63% | $1.14B | 2026 Q1 |
| SOLV | 8,236,753 | $65.3 | No Change | No Change | 13.93% | $537.86M | 2026 Q1 |
| FERG | 1,086,357 | $233.26 | No Change | No Change | 6.56% | $253.4M | 2026 Q1 |
| WEN | 30,446,022 | $6.95 | Increased | 0.02% | 5.48% | $211.6M | 2026 Q1 |
| IVZ | 2,970,944 | $24.29 | No Change | No Change | 1.87% | $72.16M | 2026 Q1 |
| MICC | 241,042 | $14.95 | Buy | 100.00% | 0.09% | $3.6M | 2026 Q1 |
| GEHC | 4,044 | $71.22 | No Change | No Change | 0.01% | $288.01K | 2026 Q1 |