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 5 of 10 rows. Rows without a quote are marked unavailable.
| 1 | SPY | SPDR S&P 500 ETF TR TR Unit | 19.06% | - | 4,650,000 | $669.46M | $143.97 | No quote |
| 2 | IR | Ingersoll-Rand PLC SHS | 17.19% | - | 13,470,668 | $603.76M | $44.82 | No quote |
| 3 | FDO | Family Dlr Stores Inc. COM | 16.93% | - | 8,967,564 | $594.55M | No quote | No quote |
| 4 | STT | State Str Corp. COM | 10.92% | - | 9,140,107 | $383.52M | $41.96 | No quote |
| 5 | WEN | Wendys Co. COM | 10.69% | - | 83,000,245 | $375.58M | $4.53 | No quote |
| 6 | KFT | Kraft Foods Inc. CL A | 9.57% | - | 8,131,787 | $336.25M | No quote | No quote |
| 7 | LM | Legg Mason Inc. COM | 9.05% | - | 12,884,337 | $317.99M | No quote | No quote |
| 8 | LAZ | Lazard Ltd SHS A | 4.66% | - | 5,598,980 | $163.66M | $29.23 | No quote |
| 9 | TIF | Tiffany & Co. NEW COM | 1.77% | - | 1,004,151 | $62.14M | No quote | No quote |
| 10 | HNZ | Heinz HJ Co. COM | 0.17% | - | 106,500 | $5.96M | No quote | No quote |