As of Q1 2026, Nelson Peltz reported 8 long-equity positions worth $3.86B in aggregate.
Copy-investor backtest
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| MICC | Magnum Ice Cream Co NV | New | 0.09% | 241,042 | $3.6M | $14.95 | $14.44 - $19.93(9%)$15.50 -> $14.95 |
| WEN | Wendys Co. | Add +0.0% | 5.48% | 30,446,022 | $211.6M | $6.95 | $6.67 - $8.73(14%)$8.17 -> $6.95 |