Nelson Peltz Trian Fund Q1 2026: Focus on GE, SOLV, WEN, IVZ Shifts

Nelson Peltz's investment firm, Trian Fund Management, saw its portfolio reach $3.86 billion as of March 31, 2026, according to the latest filing. The fund's top holdings include GE, SOLV, WEN, IVZ, and GEHC, with allocations ranging from 0.01% to 29.63% of the total portfolio.

Among the notable activities this quarter, Trian Fund Management significantly reduced its position in Invesco Ltd. (IVZ), which now accounts for just 1.87% of the portfolio, down from a much larger stake in the previous period. This represents a 79.69% decrease in holdings, effectively marking a substantial exit from this position. Further, the fund shed shares in Solventum Corporation (SOLV), which now holds 13.93% of the portfolio, down from a higher allocation previously.

In contrast, the fund maintained its significant stake in GE Aerospace (GE), which continues to represent 29.63% of the portfolio. The fund also slightly increased its position in Wendys Co. (WEN) and GE HealthCare Technologies Inc. (GEHC), though these changes were minimal, with increases of 0.03% and 0.37% respectively.

For a more detailed view of Trian Fund Management's investment strategy and holdings, you can visit their investor profile. Interested in learning more about specific companies like GE, SOLV, WEN, IVZ, or GEHC? Explore detailed company information and stock analysis.