Nelson Peltz: Stock Portfolio, Performance and Latest Trades
Trian Fund Management
13F portfolio value
$4.2B
8 holdings at Q2 2026
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Nelson Peltz's portfolio
As of Q2 2026, filed August 12, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
| 35.6% | $103.21 | +196% | $305.62 | No change | |
Janus Henderson Group plcG4474Y214 | 31.5% | $41.16 | — | — | Reduced −19% |
Solventum Corp.SOLV | 15.0% | $62.06 | +39.2% | $86.41 | No change |
Ferguson PLCG3421J106 | 6.09% | $125.86 | — | — | No change |
| 5.97% | $11.84 | −47.5% | $6.22 | Added +0.1% | |
| 4.67% | $65.74 | −2.3% | $64.22 | Added +76194% | |
Invesco Ltd.IVZ | 1.01% | $14.14 | +113% | $30.09 | Reduced −45% |
| 0.10% | $16.20 | +7.7% | $17.44 | No change |
Nelson Peltz's buys and sells
| Company | Action | Shares change | Value now |
|---|---|---|---|
| Added +0.0% | +2,229 | $278.8M | |
| Sold out | −353,335 | — | |
The Allstate Corporation200021014 | Sold out | −99,955 | — |
U-Haul Holding Co.UHAL/B | Sold out | −338,031 | — |
Nelson Peltz's portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Other | 38% |
| Industrials | 36% |
| Health Care | 20% |
| Consumer Discretionary | 6.0% |
| Financials | 1.0% |
| Consumer Staples | 0.1% |
Portfolio performance: Nelson Peltz vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +20.6% | +3.8% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Prices were available for 69% of the portfolio value on average; the rest is left out of the return.
Nelson Peltz's most traded stocks
Quarters with a buy or a sell, all reports since Q2 2013.
| Company | Quarters bought | Quarters sold |
|---|---|---|
| 26 | 8 | |
| 22 | 11 | |
Sysco Corp.SYY | 16 | 14 |
| 9 | 14 | |
| 14 | 8 | |
| 7 | 13 | |
| 4 | 13 | |
Invesco Ltd.IVZ | 7 | 6 |
| 6 | 6 | |
| 6 | 4 | |
U-Haul Holding Co.UHAL/B | 6 | 4 |
| 2 | 7 | |
Pentair PLCPNR | 4 | 5 |
| 2 | 7 | |
| 3 | 4 |