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Nelson Peltz / Trian

⭐ Priority · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $3,859,778,188 · 8 positions · top-10 100.0% · SEC filing history →

13FScore 52/100 — cloning their disclosed top holdings over ~4.7y returned +4%/yr vs S&P +10%/yr (alpha -6%/yr), ahead of the market in 53% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
Magnum Ice Cream Co NV0.1%$3,603,578MedMagnum Ice Cream Company is a global ice cream maker, spun off from Unilever, that produces and markets frozen dessert brands including Magnum, Wall's, Ben & Jerry's, and Cornetto.

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
Janus Henderson Group plc42.4%A global active asset-management firm that provides equity, fixed-income, multi-asset and alternative investment products to institutional and retail clients.
$GE · GE Aerospace29.6%+443% Q3 '21GE Aerospace designs and manufactures jet engines and propulsion systems for commercial and military aircraft, and provides related aftermarket maintenance and services.S&PBitget →
$SOLV · Solventum Corporation13.9%+54% Q2 '24Solventum, a healthcare spinoff from 3M, develops and sells medical, dental, wound-care, health-information and water-filtration products for hospitals and clinicians.S&P
Ferguson Plc New6.6%Ferguson is a distributor of plumbing, heating, and building products serving contractors and commercial customers, primarily across North America.
$WEN · Wendys Co.5.5%-68% ≥Q2 '21The Wendy's Company franchises and operates the Wendy's quick-service hamburger restaurant chain, serving burgers, chicken, and other fast food.NASDAQSerenityBitget →
$IVZ · Invesco Ltd.1.9%-9% ≥Q2 '21A global independent investment-management firm that offers exchange-traded funds, mutual funds and other investment products and strategies to retail and institutional clients.S&P
Magnum Ice Cream Co NV0.1%Magnum Ice Cream Company is a global ice cream maker, spun off from Unilever, that produces and markets frozen dessert brands including Magnum, Wall's, Ben & Jerry's, and Cornetto.
$GEHC · GE HealthCare Technologies Inc.0.0%-23% Q1 '23GE HealthCare Technologies makes medical imaging, ultrasound, patient monitoring, and diagnostics equipment and related software and services for hospitals and healthcare providers.NASDAQS&P

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker