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
- +20.93%
- 1-year
- +29.32%
- 3-year
- +70.08%
- 5-year
- +51.20%
- 3-year vs S&P 500
- -4.34%
- 5-year vs S&P 500
- -22.04%
- 5-year top 5
- +49.64%
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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| JHG | Janus Henderson Group plc | Reduce -19.5% | 31.53% | 25,654,382 | $1.33B | $52.00 | $51.38 - $52.00(100%)$51.42 -> $51.95 |
| IVZ | Invesco Ltd. | Reduce -45.3% | 1.01% | 1,625,472 | $42.9M | $26.39 | $21.82 - $29.82(57%)$24.32 -> $26.39 |