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People

Matthew Peltz

Partner and Co-Chief Investment Officer, Trian Fund Management

Co-CIO since June 2023; also non-executive Vice Chairman of Wendy's

Biography

Matthew Peltz, Nelson Peltz's son, joined Trian in January 2008 and is a partner and senior member of its investment team. He was co-head of research before being named co-Chief Investment Officer in June 2023. He has been a director of Wendy's since 2015 and its non-executive Vice Chairman since November 2021.

Trian Fund Management’s largest US holdings

From the Q2 2026 13F, worth $4.2bn in total. See every holding and change

  1. GE AerospaceGE35.6%
  2. Janus Henderson GroupJHG31.5%
  3. SolventumSOLV15.0%
  4. FergusonFERG1GBX6.1%
  5. Wendy’sWEN6.0%
  6. GE HealthCare TechnologiesGEHC4.7%
  7. InvescoIVZ1.0%
  8. Magnum ICE CreamMICC0.1%

Also at Trian Fund Management

Sources: hedgeweek.com, wendys.com. Checked October 2026.