Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Added to GEHC and WEN, Lowered IVZ
Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):
- Increased: GEHC (3.09 mln shares from 4K shares), WEN (30.47 mln from 30.45 mln)
- Maintained: SOLV (8.24 mln shares), GE (4.03 mln), FERG (1.09 mln), MICC (241K)
- Decreased: JHG (25.65 mln shares from 31.87 mln shares - bought JHG post Q2-end), IVZ (1.63 mln from 2.97 mln)