Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q1 2026)
According to the SEC 13F filed on May 15, 2026, the Trian Fund Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 - Wendy's Company (The)
Reductions - None reported
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 | Type | Change Qty |
|---|---|---|---|
|
Q1 2026
|
WEN
Wendy's Company (The)
|
Buy |
+5,704
|