Nelson Peltz

Summary

Nelson Peltz disclosed 9 positions in its latest 13F (2026 Q2), a portfolio value of ~$4.23B, across 1 sectors; top holdings GE, JHG, SOLV. This quarter: 1 added, 2 trimmed. Data from public SEC 13F filings, delayed up to ~45 days.

Portfolio value$4.23B

Holdings9incl. options

Sectors1

Latest filing2026 Q2

New0

Added1$197.21M

Trimmed2$332.29M

Sold0

View original SEC filing

Guru playbook

This quarter at a glance

Focused bookHighly concentrated · top 5 = 96%Low turnover · long-termIndustrials-heavy

Circle of competence (by value)

Industrials37%

Biggest add

GEHCGE HEALTHCARE TECHNOLOGY

Added · of book 4.8%

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

Position-weight treemap

By share of portfolio value (2026 Q2, common stock only, top 25).

Sector breakdown

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

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.