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
- +20.93%
- 1-year
- +29.32%
- 3-year
- +70.08%
- 5-year
- +51.20%
- 3-year vs S&P 500
- -4.34%
- 5-year vs S&P 500
- -22.04%
- 5-year top 5
- +49.64%
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 2026-09-19 from SEC 13F data.
Live quotes available for 7 of 11 rows. Rows without a quote are marked unavailable.
| 1 | MDLZ | Mondelez Intl Inc. | 24.68% | Add +1.3% | 41,473,078 | $1.46B | $35.30 | No quote |
| 2 | PEP | PepsiCo Inc. | 17.27% | Add +0.6% | 12,348,546 | $1.02B | $82.94 | No quote |
| 3 | IR | Ingersoll-Rand PLC | 12.44% | Reduce -7.2% | 11,977,676 | $737.83M | $61.60 | No quote |
| 4 | WEN | Wendys Co. | 12.20% | - | 83,000,245 | $723.76M | $8.72 | No quote |
| 5 | LM | Legg Mason Inc. | 9.45% | - | 12,886,493 | $560.31M | No quote | No quote |
| 6 | FDO | Family Dlr Stores Inc. | 9.16% | - | 8,364,997 | $543.47M | No quote | No quote |
| 7 | DD | Du Pont E I De Nemours & Co. | 6.33% | - | 5,778,403 | $375.42M | $64.97 | No quote |
| 8 | LAZ | Lazard Ltd | 5.12% | - | 6,702,380 | $303.75M | $45.32 | No quote |
| 9 | ALLE | Allegion Pub Ltd Co | 2.97% | New | 3,992,555 | $176.43M | $44.19 | No quote |
| 10 | GNC | GNC Hldgs Inc. | 0.35% | Reduce -53.7% | 359,654 | $21.02M | No quote | No quote |
| 11 | TIF | Tiffany & Co. NEW | 0.02% | Add +18.6% | 12,632 | $1.17M | No quote | No quote |