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 6 of 10 rows. Rows without a quote are marked unavailable.
| 1 | MDLZ | Mondelez Intl Inc. CL A | 26.36% | - | 40,300,550 | $1.23B | $30.61 | No quote |
| 2 | PEP | PepsiCo Inc. COM | 20.34% | - | 12,030,846 | $951.76M | $79.11 | No quote |
| 3 | IR | Ingersoll-Rand PLC SHS | 15.83% | - | 13,470,668 | $741.02M | $55.01 | No quote |
| 4 | FDO | Family Dlr Stores Inc. COM | 11.32% | - | 8,968,857 | $529.61M | No quote | No quote |
| 5 | WEN | Wendys Co. COM | 10.06% | - | 83,000,245 | $471.03M | $5.67 | No quote |
| 6 | LM | Legg Mason Inc. COM | 8.85% | - | 12,884,337 | $414.23M | No quote | No quote |
| 7 | LAZ | Lazard Ltd SHS A | 4.08% | - | 5,598,980 | $191.09M | $34.13 | No quote |
| 8 | STT | State Str Corp. COM | 2.97% | - | 2,355,641 | $139.2M | $59.09 | No quote |
| 9 | HNZ | Heinz HJ Co. COM | 0.16% | - | 106,500 | $7.7M | No quote | No quote |
| 10 | TIF | Tiffany & Co. NEW COM | 0.02% | - | 10,651 | $741K | No quote | No quote |