Fund · Nelson Peltz
Trian Partners
Consumer and industrial activist.
Copying every 13F the day after it was filed returned 9.1% a year, against 14.2% for SPY over the same 13.2 years and 53 quarters, since Aug 2013. Clone score 33 of 100: Don't copy.
| Manager | Nelson Peltz |
| Clone score | 33 / 100 |
| Verdict | Don't copy |
| Copy, a year | 9.1% |
| SPY, a year | 14.2% |
| Edge, a year | −5.2% |
| Latest quarter | Q2 2026 |
| Filed | 12 Aug 2026 |
| 13F value | $4.2B |
| Positions | 8 |
Largest holdings
| Ticker | Name | Weight | Value | Change |
|---|---|---|---|---|
| GE | GE Aerospace | 35.6% | $1.5B | HOLD |
| Janus | Janus Henderson Group plc | 31.5% | $1.3B | TRIM |
| SOLV | Solventum Corporation | 15.0% | $635M | HOLD |
| Ferguson | Ferguson Plc New | 6.1% | $258M | HOLD |
| WEN | Wendys Co. | 6.0% | $253M | HOLD |
| GEHC | GE HealthCare Technologies Inc. | 4.7% | $197M | ADD |
| IVZ | Invesco Ltd. | 1.0% | $42.9M | TRIM |
| MICC | Magnum Ice Cream Co NV | 0.1% | $4.2M | HOLD |