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 2026-06-06 from SEC 13F data.
Live quotes available for 9 of 20 rows. Rows without a quote are marked unavailable.
| 1 | KFT | Kraft Foods Inc. CL A | 21.90% | - | 17,311,152 | $609.87M | No quote | No quote |
| 2 | TIF | Tiffany & Co. NEW COM | 14.33% | - | 5,081,091 | $398.97M | No quote | No quote |
| 3 | WEN | Wendys Arbys Group Inc. COM | 13.95% | - | 76,623,145 | $388.48M | $5.07 | No quote |
| 4 | LM | Legg Mason Inc. COM | 13.24% | - | 11,257,370 | $368.79M | No quote | No quote |
| 5 | FDO | Family Dlr Stores Inc COM | 11.68% | - | 6,190,159 | $325.36M | No quote | No quote |
| 6 | STT | State Str Corp COM | 9.95% | - | 6,143,366 | $277M | $45.09 | No quote |
| 7 | DPZ | Dominos Pizza Inc. COM | 5.44% | - | 6,000,000 | $151.44M | $25.24 | No quote |
| 8 | HNZ | Heinz HJ Co. COM | 3.92% | - | 2,047,334 | $109.08M | No quote | No quote |
| 9 | SPY | SPDR S&P 500 ETF TR TR UNIT | 2.13% | - | 450,000 | $59.39M | $131.97 | No quote |
| 10 | CNX | Consol Energy Inc. COM | 1.22% | - | 699,700 | $33.92M | $48.48 | No quote |
| 11 | CLGX | Corelogic Inc. COM | 0.81% | - | 1,346,343 | $22.5M | No quote | No quote |
| 12 | PEET | Peets Coffee & Tea Inc. COM | 0.62% | - | 300,000 | $17.31M | No quote | No quote |
| 13 | LYB | LyondellBasell Industries N SHS-A | 0.22% | - | 156,500 | $6.03M | $38.52 | No quote |
| 14 | STAR | Istar Finl Inc COM | 0.13% | - | 429,900 | $3.49M | No quote | No quote |
| 15 | CHTR | Charter Communications Inc. D CL A NEW | 0.10% | - | 52,111 | $2.83M | $54.27 | No quote |
| 16 | TVL | Lin TV Corp. CL A | 0.10% | - | 557,462 | $2.72M | No quote | No quote |
| 17 | BLC | Belo Corp. COM SER A | 0.08% | - | 290,000 | $2.18M | No quote | No quote |
| 18 | GLD | SPDR Gold Trust Gold SHS | 0.07% | - | 13,600 | $1.99M | $146.03 | No quote |
| 19 | LVS | Las Vegas Sands Corp. COM | 0.06% | - | 40,000 | $1.69M | $42.20 | No quote |
| 20 | TWC | Time Warner Cable Inc. COM | 0.06% | - | 21,000 | $1.64M | No quote | No quote |