Consumer Discretionary · owned by 3 fund managers
Who owns Wendy's (WEN)?
3 of the 22 fund managers we track hold Wendy's, worth $365M combined as of Q2 2026. Nelson Peltz has the biggest bet at 6.0% of the portfolio.
Ownership summary
Fund manager owners
3 / 22
0 opened new positions
Combined value
$365M
At quarter-end prices
Biggest weight
6.0%
Nelson Peltz
Buyers / sellers
1 / 1
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. Wendy's appears in 3 of our 22 portfolios.
- Largest holder: Nelson Peltz (6.0% of portfolio)
- 1 manager bought or added this quarter
- 1 manager trimmed or sold out
This is not a recommendation. Do your own research.
Fund managers who own WEN
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Nelson Peltz Trian Fund Management | 5.97% | Hold | 30,468,434 | $253M |
| Prem Watsa Fairfax Financial Holdings | 2.51% | Added | 8,005,627 | $66M |
| Bill Nygren Oakmark Funds (Harris Associates) | 0.06% | Trimmed | 5,587,137 | $46M |
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