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 7 of 23 rows. Rows without a quote are marked unavailable.
| 1 | KFT | Kraft Foods Inc. CL A | 21.32% | - | 17,311,152 | $581.31M | No quote | No quote |
| 2 | LM | Legg Mason Inc. COM | 13.86% | Add +30.6% | 14,702,269 | $378M | No quote | No quote |
| 3 | FDO | Family Dlr Stores Inc. COM | 13.48% | Add +16.8% | 7,228,695 | $367.65M | No quote | No quote |
| 4 | WEN | Wendys Co. COM | 12.90% | New | 76,623,145 | $351.7M | $4.59 | No quote |
| 5 | STT | State Str Corp. COM | 11.47% | Add +58.4% | 9,727,966 | $312.85M | $32.16 | No quote |
| 6 | TIF | Tiffany & Co. NEW COM | 10.00% | Reduce -11.8% | 4,481,994 | $272.6M | No quote | No quote |
| 7 | DPZ | Dominos Pizza Inc. COM | 5.92% | Reduce -1.3% | 5,921,150 | $161.35M | $27.25 | No quote |
| 8 | PEP | Pepsico Inc. COM | 5.35% | New | 2,355,093 | $145.78M | $61.90 | No quote |
| 9 | SPY | SPDR S&P 500 ETF TR TR UNIT | 3.22% | Add +72.2% | 775,000 | $87.69M | $113.15 | No quote |
| 10 | HNZ | Heinz HJ Co. COM | 1.97% | Reduce -48.0% | 1,065,584 | $53.79M | No quote | No quote |
| 11 | CHTR | Charter Communications Inc. D CL A NEW | 0.15% | Add +72.9% | 90,111 | $4.22M | $46.84 | No quote |
| 12 | LYB | LyondellBasell Industries N SHS-A | 0.14% | Add +2.2% | 160,000 | $3.91M | $24.43 | No quote |
| 13 | STAR | Istar Finl Inc. COM | 0.08% | Reduce -17.4% | 354,900 | $2.07M | No quote | No quote |
| 14 | CBS | CBS Corp. NEW CL B | 0.07% | New | 95,000 | $1.94M | No quote | No quote |
| 15 | BLC | Belo Corp. COM SER A | 0.04% | Reduce -31.0% | 200,000 | $978K | No quote | No quote |
| 16 | TVL | Lin TV Corp. CL A | 0.03% | Reduce -28.1% | 400,910 | $874K | No quote | No quote |
| 23 | WEN | Wendys Arbys Group Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 22 | TWC | Time Warner Cable Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 21 | GLD | SPDR Gold Trust Gold SHS | - | Sold | 0 | $0 | No quote | No quote |
| 20 | PEET | Peets Coffee & Tea Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 19 | LVS | Las Vegas Sands Corp. COM | - | Sold | 0 | $0 | No quote | No quote |
| 18 | CLGX | Corelogic Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 17 | CNX | Consol Energy Inc. COM | - | Sold | 0 | $0 | No quote | No quote |