Trian Fund Management (Peltz)

CIK: 0001345471 · Filing period: 2025-12-31

Bold Strategists

Nelson Peltz buys big stakes in famous consumer companies — P&G, Disney, Heinz — and campaigns from the inside for better results.

1.3×

Trust Weight

Positions

In our model

New

Increasing

Decreasing

Unchanged

Recent Moves

What Trian Fund Management opened, added to, or trimmed in their latest 13F — 3 position changes

— JANUS HENDERSON GROUP PLC ▼ Trimmed -20% 31.5% of port. GEHC GE HEALTHCARE TECHNOLOGIES INC. ▲ Added +76194% 4.7% of port. — INVESCO LTD. ▼ Trimmed -45% 1.0% of port.

Top 10 positions (% of portfolio)

Sector breakdown

All Holdings

7 positions, sorted by portfolio weight

← swipe to see all columns

#	Company	Ticker	Sector	% of Portfolio	Activity	Change
1	JANUS HENDERSON GROUP PLC	—	Other	38.0%	— Unchanged	—
2	GE AEROSPACE	GE	Other	31.2%	— Unchanged	—
3	SOLVENTUM CORPORATION	SOLV	Other	16.4%	▼ Decreasing	-3%
4	WENDYS CO.	WEN	Other	6.4%	— Unchanged	—
5	FERGUSON PLC NEW	—	Other	6.1%	— Unchanged	—
6	INVESCO LTD.	—	Other	2.0%	▼ Decreasing	-80%
7	GE HEALTHCARE TECHNOLOGIES INC.	GEHC	Other	0.0%	— Unchanged	+0%

#1 JANUS HENDERSON GROUP PLC 38.0%

Other — Unchanged

#2 GE AEROSPACE 31.2%

GE · Other — Unchanged

#3 SOLVENTUM CORPORATION 16.4%

SOLV · Other ▼ Decreasing -3%

#4 WENDYS CO. 6.4%

WEN · Other — Unchanged

#5 FERGUSON PLC NEW 6.1%

Other — Unchanged

#6 INVESCO LTD. 2.0%

Other ▼ Decreasing -80%

#7 GE HEALTHCARE TECHNOLOGIES INC. 0.0%

GEHC · Other — Unchanged

⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Trian Fund Management (Peltz), delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.

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