SURVYR
AUTO-SYNCED 13F-HR / 13DTop 25 Holdings, Weightings & Quarter-over-Quarter Moves
Copy / Analyze in Constructor ›All 13F/13D Alerts ›SEC EDGAR Filing ↗
Fund holdings · 13F
‹ Portfolios

Trian

Latest filing: 0 new · 1 added · 1 trimmed · 0 sold outLargest: GE 52.0%

For information only · Important disclosures · Request a correction or removal

Nelson Peltz. Mirrors the latest 13F: long U.S. stock positions weighted by reported market value.

Return over
-0.0%
SPY +0.6% Live
1D
-0.0%
Live
1W
-2.3%
Live
1M
-6.4%
Live
3M
-11.6%
Live
6M
+5.5%
Live
YTD
-2.5%
Live
1Y
-2.1%
Live
Incep.
+0.4%
Live
Prices as of Oct 27, 20267 holdings
|
i
+0.00%
Total return this year
Consolidated across 7 holdings · SPY +13.75% (-13.75% vs SPY)
0.00% +4.50% +9.00%
Filing: 13F-HR filed Aug 12, 2026 for the quarter ending Jun 30, 2026. 13F data is delayed up to 45 days after quarter-end and shows long U.S. stock positions only (options and shorts are excluded). 1 position (31.5% of reported value) had no price history and is left out; the rest are reweighted.

Live since inception vs SPY

Published and tracked from Oct 1, 2025 close

-10%-3%+4%+12%+19%Oct 2025Oct 2026Apr 2026
PortfolioSPY

Look-back Backtested

Hypothetical: today's weights held unchanged over each past period. Not the portfolio's actual history.

-11%-3%+4%+11%+18%Oct 2025Oct 2026Apr 2026
Today's weights, held 1YSPY

If you had copied on filing dates Backtested

Hypothetical: each quarter's reported holdings bought at the close on the day the 13F was filed (not quarter-end) and kept until the next filing. Before costs.

SinceCopySPY
2024-11-13+15.3%+30.2%
2025-02-14+13.8%+27.1%
2025-05-15+20.4%+30.8%
2025-08-14+8.5%+19.4%
2025-11-14+3.0%+14.3%
2026-02-17+0.2%+12.2%
2026-05-15+4.5%+3.3%
2026-08-12-13.4%-1.4%
/

Trian · Allocation Pie

7 positions · 100%

Interactive weighting by individual position or sector/asset sleeve

GE (GE Aerospace): 52.00% SOLV (Solventum): 21.94% FERG (Ferguson Enterprises): 8.90% WEN (The Wendy's Company): 8.72% GEHC (GE HealthCare): 6.82% IVZ (Invesco): 1.48% MICC (The Magnum Ice Cream Company N.): 0.14% Industrials: 60.90% Health Care: 28.76% Consumer Discretionary: 8.72% Financials: 1.48% Consumer Defensive: 0.14% 100% 7 POSITIONS
Top weight: GE (52.0%) · Lead sleeve: Industrials (60.9%)
GE
GE
52.0%
Industrials
21.9%
Health Care
8.9%
Industrials
WEN
WEN
8.7%
Consumer Discretionary
6.8%
Health Care
IVZ
IVZ
1.5%
Financials
0.1%
Consumer Defensive
Industrials
2 holdings: GE, FERG
60.9%
Health Care
2 holdings: SOLV, GEHC
28.8%
Consumer Discretionary
1 holding: WEN
8.7%
Financials
1 holding: IVZ
1.5%
Consumer Defensive
1 holding: MICC
0.1%

Holdings (7)

GE GE Aerospace 52.0%
+1.0% today
Industrials · $288.43 · 1M -11.7% · 1Y -4.6% · stock page →
SOLV Solventum 21.9%
+0.5% today
Health Care · $85.81 · 1M -4.1% · 1Y +20.1% · stock page →
FERG Ferguson Enterprises 8.9%
+1.2% today
Industrials · $229.52 · 1M +3.0% · 1Y -6.5% · stock page →
WEN The Wendy's Company 8.7%
-0.5% today
Consumer Discretionary · $6.19 · 1M -5.5% · 1Y -26.7% · stock page →
GEHC GE HealthCare 6.8%
+0.7% today
Health Care · $71.98 · 1M +8.1% · 1Y -7.7% · stock page →
IVZ Invesco 1.5%
+1.7% today
Financials · $28.53 · 1M -7.7% · 1Y +28.0% · stock page →
MICC The Magnum Ice Cream Company N. 0.1%
-0.9% today
Consumer Defensive · $19.25 · 1M +1.4% · 1Y – · stock page →

Full 13F filing on SEC EDGAR ↗

Changes vs prior quarter

GEHC Ge Healthcare Technologies Inc.Added+76194%
IVZ Invesco Ltd.Trimmed-45%

13D and 13G stakes · last 12 months

ALL
13D · filed Oct 20, 2026 · filing
6.1%
of class
See it in shares
See what these weights would mean in shares for an amount you enter (an illustration only), or check how your holdings compare.
Share calculatorX-ray it
Morning Brief (8 AM ET) & Market Close (4:30 PM ET), weekdays

Indexes, sectors, biggest movers, rates, top news, SURVYR. model changes and what's ahead. Free, two short emails each weekday.

Editions

Free. Not investment advice. Unsubscribe anytime.

SURVYR

Free to use. No card, no ads, no auto-renew.

Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

How it worksOur promiseTermsPrivacyData statusSend feedback
Coteau 0.9 · Oct 21, 2026