Nelson Peltz - Trian Fund Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $3,859,778,188
Holdings Activity Buys Sells    History
Holding/activity history for  Solventum Corp. (SOLV)
← All SOLV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 8,236,753 13.93 $65.30 $537,859,971 SEC
2025   Q4 8,236,753 16.38 Reduce 2.67% 0.40 $66.11–88.20 · VW $77.41i $652,680,308 SEC
2025   Q3 8,462,819 15.04 $73.00 $617,785,787 SEC
2025   Q2 8,462,819 17.02 $75.84 $641,820,193 SEC
2025   Q1 8,462,819 17.53 $76.04 $643,512,757 SEC
2024   Q4 8,462,819 14.63 Add 18.76% 2.31 $65.43–77.17 · VW $70.43i $559,053,823 SEC
2024   Q3 7,126,255 13.16 Add 32.94% 3.26 $47.16–73.40 · VW $60.45i $496,842,499 SEC
2024   Q2 5,360,579 7.50 Buy 7.50 $50.49–72.40 · VW $61.99i $283,467,418 SEC
Price snapshot:
Current price$77.42
Avg. buy price$58.48
+/- since buy32.40%
52-week low$62.38
52-week high$88.20