Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q1 2026)

As of Mar 31, 2026, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2026, the filing reported:

New Buys - None reported

Increases - GE Aerospace, GE HealthCare Technologies Inc., Wendy's Company (The)

Reductions - Invesco, Solventum Corporation

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2026	GE GE Aerospace	GE Aerospace	Buy	+552	+0.0%	$1.14B	4,030,765
Q1 2026	GEHC GE HealthCare Technologies Inc.	GE HealthCare Technologies Inc.	Buy	+15	+0.4%	$287.85K	4,044
Q1 2026	IVZ Invesco	Invesco	Sell	-11,657,511	-79.7%	$72.16M	2,970,944
Q1 2026	SOLV Solventum Corporation	Solventum Corporation	Sell	-226,066	-2.7%	$537.86M	8,236,753
Q1 2026	WEN Wendy's Company (The)	Wendy's Company (The)	Buy	+8,999	+0.0%	$211.60M	30,446,022
Q3 2025	ALL Allstate	Allstate	Sell - Position Exit	-99,955	-100.0%	$0.00	-
Q3 2025	UHAL U-Haul Holding Company	U-Haul Holding Company	Sell - Position Exit	-353,335	-100.0%	$0.00	-
Q3 2025	UHAL-B U-Haul Holding Company Series N	U-Haul Holding Company Series N	Sell - Position Exit	-338,031	-100.0%	$0.00	-
Q3 2025	WEN Wendy's Company (The)	Wendy's Company (The)	Buy	+2,229	+0.0%	$278.80M	30,437,023