NP
행동주의As of 2026-03-31
Nelson Peltz
Trian Fund Management LP
Co-founder of Trian Fund. Known for activist investing in major consumer and industrial companies; gained attention through board appointments at P&G, PepsiCo, and Disney.
$3.86BAUM
6Holdings
2026-03-31 Summary
1개 종목 추가 매수 (WEN) · Top holding: JHG 42.4%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-03-31 기준Holdings
6 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  JHGJanus Henderson Group plc | 42.41% | 31,867,800 | $1.64B | +0.00% | No Change |
| 2 |  GEGE Aerospace | 29.63% | 4,030,765 | $1.14B | +0.00% | No Change |
| 3 |  SOLVSolventum Corporation | 13.93% | 8,236,753 | $537.86M | +0.00% | No Change |
| 4 |  FERGFerguson Plc New | 6.57% | 1,086,357 | $253.40M | +0.00% | No Change |
| 5 |  WENWendys Co. | 5.48% | 30,446,022 | $211.60M | +0.02% | Added |
| 6 |  IVZInvesco Ltd. | 1.87% | 2,970,944 | $72.16M | +0.00% | No Change |
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