Nelson Peltz's Trian Fund Portfolio Concentration as of March 31, 2026
An analysis of Nelson Peltz's Trian Fund Management portfolio as of March 31, 2026, highlighting concentration in GE and SOLV, along with notable share changes in other holdings.
As of March 31, 2026, Nelson Peltz's investment firm, Trian Fund Management, managed a portfolio valued at approximately $3.86 billion. The fund's holdings demonstrate a concentrated profile, with a significant allocation to specific companies.
The largest position in the portfolio is General Electric (GE), holding a substantial 29.63% allocation. The fund owns 4,030,765 shares of GE Aerospace (GE). This position saw a very slight increase in shares (+552 shares) and a corresponding negligible increase of +0.01% from the previous period.
Notable second-largest holding is Solventum Corporation (SOLV), representing 13.93% of the portfolio. Trian owns 8,236,753 shares of SOLV. This position experienced a significant reduction, with shares decreasing by 226,066 (-2.67%) compared to the prior period.
Wendy's Co. (WEN) is another significant holding at 5.48% allocation, with 30,446,022 shares owned. The position showed a very modest increase, with shares rising by 8,999 (+0.03%) and value increasing slightly.
Invesco Ltd. (IVZ) holds a smaller allocation of 1.87%, with 2,970,944 shares. This position underwent a drastic change, with shares plummeting by 11,657,511 (-79.69%) and value decreasing significantly.
GE HealthCare Technologies Inc. (GEHC) is a minor holding at just 0.01% allocation, with only 4,044 shares owned. The position increased slightly, with shares rising by 15 (+0.37%) and value increasing.
For more information on Nelson Peltz, visit Trian Fund Management. For details on individual stock positions, explore the profiles at GE, SOLV, WEN, IVZ, and GEHC.