Trian Fund Management (Nelson Peltz)
Famous investors & activistsFiles as Trian Fund Management, L.P.(SEC CIK 1345471). Portfolio from its latest quarterly 13F-HR filing.
- $2.59B
- Tracked value
- 4
- Positions
- Q2 2026
- Portfolio as of
- Aug 12, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | GEGENERAL ELECTRIC CO | 58.1% | unch. | 4,030,765 | $1.51B |
| 2 | SOLVSolventum Corp | 24.5% | unch. | 8,236,753 | $635.47M |
| 3 | WENWendy's Co | 9.7% | ▲ 0.1% | 30,468,434 | $252.58M |
| 4 | GEHCGE HealthCare Technologies Inc. | 7.6% | ▲ 76,194% | 3,085,344 | $197.49M |
Positions in companies tracked by Scrutar, from the manager's latest quarterly 13F-HR filing.
13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since.
Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.