Current position

Nelson Peltz’s Janus Henderson Group Plc (JHG) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Trian Fund ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2020Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares31.87MHighest verified quarter-end share count
Quarters reported18Verified quarters with shares above zero
What happened?

Trian Fund Management first reported Janus Henderson Group Plc in Q2 2020. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Trian Fund Management currently reports 25.65M shares. The latest verified filing showed: Sold 19.5% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 19.5% of the position−6.21M shares · 25.65M shares remained
Filing context

Quarter-end price $52.00 · Estimated holding basis $25.82

Q1 2022
Bought 12.7% more+3.60M shares · 31.87M shares reported after the change
Filing context

Quarter-end price $35.02 · Estimated holding basis $41.16

Q4 2021
New position+28.27M shares · 28.27M shares reported
Filing context

Quarter-end price $41.94 · Estimated holding basis $41.94

Q3 2020
Sold the entire position−8.93M shares · No shares reported at quarter-end
Q2 2020
New position+8.93M shares · 8.93M shares reported
Filing context

Quarter-end price $21.16 · Estimated holding basis $21.16

12 unchanged quarters are collapsed by default.

Portfolio importance

How important is Janus Henderson Group Plc in Trian Fund Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight31.5%Q2 2026
Current rank#2of 8 reported positions
Peak portfolio weight42.4%Q1 2026
Best historical rank#1Q1 2023
At peak importanceQ1 2026
JHG
42.4%
Largest holding
42.4%
Cross-investor discovery

Who else owns Janus Henderson Group Plc?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
JHG0.0% of reported portfolio
Explore Janus Henderson Group Plc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest filing quarter-end price$52.00Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$25.82Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-12
Open SEC filing ↗

This tracker follows Trian Fund Management, L.P.’s Form 13F disclosures—not Nelson Peltz’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.