Trian Partners (Peltz)
Tier 2 · solid recordConcentrated
Breadth-test add 2026-06-08 (survivorship-flagged).
Positions
8
as of Q2 2026
Top-5 concentration
94%
of equity portfolio
Latest filing
Q2 2026
13F report date
Reported holdings long US equity, by weight
| Ticker | Sector | Weight | Value | Change |
|---|---|---|---|---|
| GE GE Aerospace | Information Technology | 35.6% | $1.51B | HOLD |
| — Janus Henderson Group plc | — | 31.5% | $1.33B | TRIM |
| SOLV Solventum Corporation | Health Care | 15.0% | $635M | HOLD |
| — Ferguson Plc New | — | 6.1% | $258M | HOLD |
| WEN Wendys Co. | Consumer Discretionary | 6.0% | $253M | HOLD |
| GEHC GE HealthCare Technologies Inc. | Health Care | 4.7% | $197M | ADD |
| — Invesco Ltd. | — | 1.0% | $43M | TRIM |
| — Magnum Ice Cream Co NV | — | 0.1% | $4M | HOLD |
Weights are share of the manager’s reported long US-equity portfolio (13F). Options, bonds, and non-US/private holdings aren’t reported here. “Change” vs the prior reported quarter.