Nelson Peltz Portfolio Snapshot: GE Dominance, SOLV Decline, and IVZ Exit

Nelson Peltz's Trian Fund Management portfolio, valued at approximately $3.86 billion as of March 31, 2026, is dominated by GE Aerospace (GE), which accounts for 29.63% of the total holdings. The stock's value increased slightly, with a minimal change of 0.01% in shares held.

Solventum Corporation (SOLV) maintains a significant position at 13.93% allocation, though it saw a slight decrease of 2.67% in shares during the prior period.

Wendys Co. (WEN) shows a modest increase of 0.03% in its position, now representing 5.48% of the portfolio.

Invesco Ltd. (IVZ) experienced a substantial reduction, with shares decreasing by 79.69% from the previous period, now holding just 1.87% of the portfolio.

GE HealthCare Technologies Inc. (GEHC) represents a minimal holding at 0.01% allocation, showing a slight increase of 0.37% in shares.

For more detailed information on Nelson Peltz and his investment activities, visit Trian Fund Management's profile. You can also explore the individual holdings like GE Aerospace, Solventum Corporation, Wendys Co., Invesco Ltd., and GE HealthCare Technologies Inc..