Nelson Peltz's Top Holdings in Trian Fund Management Portfolio (March 31, 2026)
Nelson Peltz's Trian Fund Management portfolio as of March 31, 2026, shows significant changes in holdings, including a slight increase in GE and a major reduction in Invesco Ltd. (IVZ), while maintaining strong positions in sectors like Industrials and Healthcare.
Nelson Peltz's Trian Fund Management portfolio, valued at approximately $3.86 billion as of March 31, 2026, includes notable holdings across various sectors. The fund's largest position is in GE, with a portfolio allocation of 29.63%. GE shares increased by 552, representing a 0.01% change from the prior period.
SOLV, a Healthcare stock, holds a 13.93% allocation in the portfolio. The position saw a reduction, with shares decreasing by 226,066 and the value declining by 2.67%.
WEN, representing the Consumer Cyclical sector with a 5.48% allocation, experienced a slight increase in shares by 8,999, with a minimal 0.03% change in value.
IVZ, which lacks a sector classification, accounts for 1.87% of the portfolio. This position saw a drastic reduction, with shares decreasing by 11,657,511 and the value plummeting by 79.69%.
GEHC, a minor holding at 0.01% allocation, showed a positive change with a 0.37% increase in value.
For detailed insights into Nelson Peltz's investment strategy and stock analysis, visit the investor profile at https://www.insiderset.com/investor/nelson-peltz-trian-fund-management and explore individual stock performance 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.