Portfolios of the great investors (13F)
Nelson Peltz portfolio · Trian
13F for 2026-06-30 filed with the SEC, compared with 2026-03-31.
- Reported value
- 4.231 M$
- Holdings
- 8
- Buys
- 1
- Sells
- 2
| Ge Healthcare Technologies Inc. | increased 76.194% |
| Janus Henderson Group Plc | reduced -19% |
| Invesco Ltd. | reduced -45% |
All holdings
| Company | Weight | Value | Shares | Change |
|---|---|---|---|---|
| Ge Aerospace | 35,6% | 1.506 M$ | 4.030.765 | |
| Janus Henderson Group Plc | 31,5% | 1.334 M$ | 25.654.382 | reduced -19% |
| Solventum Corporation | 15,0% | 635 M$ | 8.236.753 | |
| Ferguson Plc New | 6,1% | 258 M$ | 1.086.357 | |
| Wendys Co. | 6,0% | 253 M$ | 30.468.434 | |
| Ge Healthcare Technologies Inc. | 4,7% | 197 M$ | 3.085.344 | increased 76.194% |
| Invesco Ltd. | 1,0% | 43 M$ | 1.625.472 | reduced -45% |
| Magnum Ice Cream Co Nv | 0,1% | 4 M$ | 241.042 |
Public SEC data (EDGAR). A 13F is filed up to 45 days after the quarter ends, only covers US-listed stocks and does not say at what price they were bought. This is not investment advice.
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