Research report
Trian Fund Management Q1 2026 13F Holdings and Activity Rep…
Verified Q1 2026 13F holdings for Trian Fund Management, covering institutional activity, data dates, SEC sources, filing limits, and methods.
Trian Fund Management
Nelson Peltz
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
8
Market Value
$4.2B
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Top 5 Holdings
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| GE | 35.6% | 29.6% | 31.2% | 29.5% |
| JHG | 31.5% | 42.4% | 38.0% | 34.5% |
| SOLV | 15.0% | 13.9% | 16.4% | 15.0% |
| FERG | 6.1% | 6.6% | 6.1% | 5.9% |
| WEN | 6.0% | 5.5% | 6.4% | 6.8% |
| GEHC | 4.7% | 0.0% | 0.0% | 0.0% |
| IVZ | 1.0% | 1.9% | 2.0% | 8.2% |
| MICC | 0.1% | 0.1% | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
SOLV+14.85%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
GE-7.78%
JHG-0.06%
Sector Analysis
Financials32.5%
Healthcare19.7%
Industrials41.7%
Consumer Staples0.1%
Consumer Discretionary6.0%
Trading Summary
No stocks in this category