Trian Fund Management

Fund · from public filings

Nelson Peltz's activist fund.

Reported

$4.2B

Filed

Aug 12, 2026

A filing shows what was held on Jun 30, 2026, not when it was bought or at what price. Changes are measured from the day the filing became public. See the filing

What changed

$GEHCAdded

GE HEALTHCARE TECHNOLOGY

4.7% of the portfolio · 4K → 3.1M shares · made public Aug 12, 2026 · $72.28 that day

See the filing

Largest holdings

$GE

GENERAL ELECTRIC

35.6%

$1.5B · 4.0M sh

$SOLV

SOLVENTUM CORP

15.0%

$635M · 8.2M sh

$WEN

WENDY'S CO/THE

6.0%

$253M · 30.5M sh

$GEHC

GE HEALTHCARE TECHNOLOGY

4.7%

$197M · 3.1M sh

Opinions shared on SoFo are not investment advice. From filings with the US Securities and Exchange Commission and the Clerk of the US House of Representatives. Filings arrive weeks after the trades they report.