Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q2 2026)

According to the SEC 13F filed on Aug 12, 2026, the Trian Fund Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2026, the filing reported:

New Buys - None reported

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

Reductions - Invesco, Janus Henderson

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
Q2 2026	GEHC GE HealthCare Technologies Inc.	GE HealthCare Technologies Inc.	Buy	+3,081,300	+76194.4%	$197.49M	3,085,344
Q2 2026	IVZ Invesco	Invesco	Sell	-1,345,472	-45.3%	$42.90M	1,625,472
Q2 2026	JHG Janus Henderson	Janus Henderson	Sell	-6,213,418	-19.5%	$1.33B	25,654,382
Q2 2026	WEN Wendy's Company (The)	Wendy's Company (The)	Buy	+22,412	+0.1%	$252.58M	30,468,434
Q1 2026	WEN Wendy's Company (The)	Wendy's Company (The)	Buy	+5,704	+0.0%	$211.60M	30,446,022