GuruTrack

Nelson Peltz

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Summary
Nelson Peltz disclosed 9 positions in its latest 13F (2026 Q1), a portfolio value of ~$3.86B, across 1 sectors; top holdings JHG, GE, SOLV. This quarter: 1 new. Data from public SEC 13F filings, delayed up to ~45 days.
Portfolio value$3.86B
Holdings9incl. options
Sectors1
Latest filing2026 Q1
New1$3.60M
Added0
Trimmed0
Sold0

Guru playbook

This quarter at a glance
Focused bookHighly concentrated · top 5 = 98%Low turnover · long-termIndustrials-heavy

Circle of competence (by value)

Industrials30%

Biggest new buy

MICCMagnum Ice Cream Co NV

New buy · of book 0.1%

⚠️ Tags are auto-derived from public 13F holdings.

Position-weight treemap

By share of portfolio value (2026 Q1, common stock only, top 25).

Sector breakdown

By value (positions with no sector fall under “Uncategorized”).

Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.