Nelson Peltz's Portfolio
8 positions worth $4.2B on Jun 30, 2026, from the Q2 2026 13F filed Aug 12, 2026. 0 new positions, 0 sold out.
Updated . Latest filing disclosed . We check for new filings every morning.
Get an email when the next 13F is filed
Questions
What stocks does Nelson Peltz own?
Nelson Peltz's Q2 2026 13F lists 8 positions worth $4.2B. The largest positions are GE (~36%), Janus Henderson Group plc (~32%), SOLV (~15%), FERG1GBX (~6%) and WEN (~6%).
What changed in Nelson Peltz's latest 13F?
Compared with the prior quarter, Nelson Peltz's Q2 2026 filing shows no new positions or exits.
Holdings
| Holding | Weight | Value | Shares | Since last quarter |
|---|---|---|---|---|
| GE | 35.6% | $1.5B | 4,030,765 | |
| Janus Henderson Group plc | 31.5% | $1.3B | 25,654,382 | −19.5% |
| SOLV | 15.0% | $635.5M | 8,236,753 | |
| FERG1GBX | 6.1% | $257.8M | 1,086,357 | |
| WEN | 6.0% | $252.6M | 30,468,434 | |
| GEHC | 4.7% | $197.5M | 3,085,344 | +76194.4% |
| IVZ | 1.0% | $42.9M | 1,625,472 | −45.3% |
| MICC | 0.1% | $4.2M | 241,042 |
Nelson Peltz's Q3 2026 13F is due by Mon, Nov 16. Get an email the day it's filed, with what they bought and sold.
Values are as reported for Jun 30, 2026. "Since last quarter" is the change in shares held. Calls and puts are shown at the value of their underlying shares.
Where This Comes from
Funds managing over $100M file a 13F with the SEC within 45 days of each quarter's end, listing the US-listed stocks and options they held on its last day. This is Nelson Peltz's Q2 2026 filing. It doesn't show trades as they happen, short positions, cash, or holdings outside the US.
Based on public SEC filings by Trian Fund Management. GetMarketAlerts isn't affiliated with Nelson Peltz or Trian Fund Management. Information only, not financial advice.