Nelson Peltz - Trian Fund Management

Portfolio

$4.23 B

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


GE	GEGE Aerospace	35.61%	Buy	4,030,765	$373.73	$1.51 B	$322.94	-13.59%
—	Janus Henderson Group plc	31.53%	Buy	25,654,382	$52.00	$1.33 B	—	—
—	Solventum Corporation	15.02%	Buy	8,236,753	$77.15	$635.47 M	—	—
—	Ferguson Plc New	6.09%	Buy	1,086,357	$237.33	$257.83 M	—	—
GEHC	GEHCGE HealthCare Technologies Inc.	4.67%	Buy	3,085,344	$64.01	$197.49 M	$73.31	+14.53%
WEN	WENWendys Co.	3.04%	Buy	15,524,968	$8.29	$128.70 M	$9.00	+8.56%
WEN	WENWendys Co.	2.93%	Buy	14,943,466	$8.29	$123.88 M	$9.00	+8.56%
—	Invesco Ltd.	1.01%	Buy	1,625,472	$26.39	$42.90 M	—	—
—	Magnum Ice Cream Co NV	0.10%	Buy	241,042	$17.41	$4.20 M	—	—

9 Einträge