Nelson Peltz - Trian Fund Management
As of Q2 2026, Nelson Peltz reported 8 long-equity positions worth $4.23B in aggregate.
Copy-investor backtest
- Latest quarter
- +20.91%
- 1-year
- +29.30%
- 3-year
- +68.22%
- 5-year
- +47.62%
- 3-year vs S&P 500
- -6.20%
- 5-year vs S&P 500
- -25.61%
- 5-year top 5
- +40.74%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-08-13 from SEC 13F data.
Live quotes available for 8 of 8 rows. Rows without a quote are marked unavailable.
| 1 | GE | GE Aerospace | 35.61% | - | 4,030,765 | $1.51B | $373.73 | |
| 2 | JHG | Janus Henderson Group plc | 31.53% | Reduce -19.5% | 25,654,382 | $1.33B | $52.00 | |
| 3 | SOLV | Solventum Corporation | 15.02% | - | 8,236,753 | $635.47M | $77.15 | |
| 4 | FERG | Ferguson Plc New | 6.09% | - | 1,086,357 | $257.83M | $237.33 | |
| 5 | WEN | Wendys Co. | 5.97% | Add +0.1% | 30,468,434 | $252.58M | $8.29 | |
| 6 | GEHC | GE HealthCare Technologies Inc. | 4.67% | Add +76194.4% | 3,085,344 | $197.49M | $64.01 | |
| 7 | IVZ | Invesco Ltd. | 1.01% | Reduce -45.3% | 1,625,472 | $42.9M | $26.39 | |
| 8 | MICC | Magnum Ice Cream Co NV | 0.10% | - | 241,042 | $4.2M | $17.41 |