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Focused investors/Nelson Peltz

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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Nelson Peltz/Overlap

Nelson Peltz - pick another manager

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