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Trian Fund Management (Nelson Peltz) 13F holdings — 2026-06-30

Filed by TRIAN FUND MANAGEMENT, L.P. on 2026-08-12 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.

8positions

$4.2Breported value

0new positions

0positions sold out

Holdings

Issuer	Class	Shares	Value	% of 13F	Change
GE Aerospace	COM NEW	4,030,765	$1.5B	35.61%	No change
Janus Henderson Group plc	ORD SHS	25,654,382	$1.3B	31.53%	Reduced 19%
Solventum Corporation	COM SHS	8,236,753	$635.5M	15.02%	No change
Ferguson Plc New	SHS	1,086,357	$257.8M	6.09%	No change
Wendys Co.	COM	30,468,434	$252.6M	5.97%	No change
GE HealthCare Technologies Inc.	COM	3,085,344	$197.5M	4.67%	Added 76194%
Invesco Ltd.	SHS	1,625,472	$42.9M	1.01%	Reduced 45%
Magnum Ice Cream Co NV	ORD SHS	241,042	$4.2M	0.1%	No change

Options (puts/calls) are omitted. Values are as reported by the filer at quarter end. A 13F shows only certain U.S.-listed long positions and may be filed up to 45 days after the quarter ends, so it may not reflect current holdings.