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Nelson Peltz - Trian Fund Management – Largest Position Reductions (2025 Q4)

This report summarizes the most meaningful reductions and sell-offs made by Nelson Peltz - Trian Fund Management in 2025 Q4. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.

Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
SOLV 8,236,753 $79.24 Reduced -2.67% 16.40% $652.68M 2025 Q4
IVZ 2,970,944 $26.27 Reduced -79.69% 1.96% $78.05M 2025 Q4
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