Nelson Peltz Trian Fund March 2026 Portfolio Update
Trian Fund Management's portfolio filing from March 31, 2026, shows slight increases in GE and WEN, while SOLV and IVZ saw significant decreases.
Trian Fund Management's portfolio filing from March 31, 2026, reveals ongoing adjustments to its holdings. The fund slightly increased its stake in GE Aerospace (GE) and Wendys Co. (WEN), while significantly reducing positions in Solventum Corporation (SOLV) and Invesco Ltd. (IVZ).
GE Aerospace (GE) saw a minimal increase in shares and value, now representing 29.63% of the portfolio. Wendys Co. (WEN) experienced a very slight increase in both shares and value, holding at 5.48% allocation.
In contrast, Solventum Corporation (SOLV) allocation decreased notably by 2.67%, reflecting a reduction in shares. Invesco Ltd. (IVZ) experienced a drastic 79.69% reduction in allocation, indicating a substantial decrease in shares held.
GE HealthCare Technologies Inc. (GEHC) remained a small position, unchanged in shares but slightly increased in value by 0.37%.