n/a since 2005
Portfolio value
$4.0B
Positions
7
Top 5 concentration
99%
New buys this quarter
0
What Nelson Peltz bought and sold each quarter.
Bought (1)
Sold (2)
Bought (1)
Sold (0)
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Bought (0)
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Sold (1)
Bought (0)
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Sold (2)
Bought (0)
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Sold (3)
Bought (0)
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Sold (1)
Bought (3)
Sold (0)
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Bought (3)
Sold (5)
Quarter-over-quarter change in disclosed positions.
| Stock | Move | % of portfolio | Quarter-end px | Now | Since quarter-end |
|---|---|---|---|---|---|
GE Aerospace | Held | 37.9% | $373.73 | $337.12 | -9.8% |
Janus Henderson Group plc | Trimmed | 33.6% | $52.00 | $51.95 | -0.1% |
Solventum Corporation | Held | 16% | $77.15 | $91.69 | +18.8% |
Wendys Co. | Held | 6.4% | $8.29 | $8.03 | -3.1% |
GE HealthCare Technologies Inc. | Added | 5% | $64.01 | $68.86 | +7.6% |
Invesco Ltd. | Trimmed | 1.1% | $26.39 | $33.07 | +25.3% |
Magnum Ice Cream Co NV | Held | 0.1% | $17.41 | $19.32 | +11% |
13Fs land once a quarter. We email you when a tracked manager files a Form 4, a 13D stake or a Form 144 notice of sale — days after it happens, not months.
Source: SEC 13F via FMP · holdings as of Jun 2026 · 45-day filing delay. Long equity positions only. Not financial advice.