Nelson Peltz's Top Holdings: GE, Solventum, Wendy's, Invesco, GE HealthCare
Nelson Peltz's Trian Fund Management portfolio as of March 31, 2026, includes significant holdings in GE, Solventum, Wendy's, Invesco, and GE HealthCare, with varying share changes.
Nelson Peltz, through his investment firm Trian Fund Management, holds a substantial portfolio as of March 31, 2026. His top holdings include GE Aerospace, Solventum Corporation, Wendy's Co., Invesco Ltd., and GE HealthCare Technologies Inc.
GE Aerospace (GE) represents the largest allocation in Peltz's portfolio, accounting for 29.63% of the total value. The position saw a slight increase in shares during the prior period, with a mere 0.01% change in shares and a corresponding 0.01% change in the stock value.
Solventum Corporation (SOLV), positioned within the Healthcare sector, holds a 13.93% allocation. Peltz's stake in this company experienced a notable reduction, with a decrease of 2.67% in shares during the prior reporting period.
Wendy's Co. (WEN) is another significant holding, representing 5.48% of the portfolio. The stake in the fast-food giant showed a very modest increase, with a 0.03% change in shares and a corresponding 0.03% change in value.
Invesco Ltd. (IVZ) holds a relatively small allocation of 1.87%. However, this position saw a dramatic reduction in the prior period, with a staggering 79.69% decrease in shares and a corresponding -79.69% change in value.
GE HealthCare Technologies Inc. (GEHC), with a negligible 0.01% allocation, showed a slight increase in shares during the prior period, with a 0.37% change in shares and a corresponding 0.37% change in value.
For more information on Nelson Peltz's investment strategies and Trian Fund Management, visit https://www.insiderset.com/investor/nelson-peltz-trian-fund-management. You can explore details about each stock holding, including GE Aerospace, Solventum Corporation, Wendy's Co., Invesco Ltd., and GE HealthCare, at https://www.insiderset.com/investors/stocks/GE, https://www.insiderset.com/investors/stocks/SOLV, https://www.insiderset.com/investors/stocks/WEN, https://www.insiderset.com/investors/stocks/IVZ, and https://www.insiderset.com/investors/stocks/GEHC respectively.