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 8 of 12 rows. Rows without a quote are marked unavailable.
| 1 | MDLZ | Mondelez Intl Inc. | 23.65% | Add +0.6% | 41,737,993 | $1.44B | $34.55 | No quote |
| 2 | PEP | PepsiCo Inc. | 17.01% | Add +0.6% | 12,421,546 | $1.04B | $83.50 | No quote |
| 3 | IR | Ingersoll-Rand PLC | 11.25% | Add +0.0% | 11,980,058 | $685.74M | $57.24 | No quote |
| 4 | LM | Legg Mason Inc. | 10.37% | - | 12,886,493 | $631.95M | No quote | No quote |
| 5 | WEN | Wendys Co. | 9.69% | Reduce -21.9% | 64,800,245 | $590.98M | $9.12 | No quote |
| 6 | FDO | Family Dlr Stores Inc. | 7.96% | Add +0.0% | 8,366,386 | $485.33M | No quote | No quote |
| 7 | DD | Du Pont E I De Nemours & Co. | 6.76% | Add +6.3% | 6,141,364 | $412.09M | $67.10 | No quote |
| 8 | BK | Bank New York Mellon Corp. | 5.40% | New | 9,330,230 | $329.26M | $35.29 | No quote |
| 9 | LAZ | Lazard Ltd | 5.10% | Reduce -1.4% | 6,606,540 | $311.1M | $47.09 | No quote |
| 10 | ALLE | Allegion Pub Ltd Co | 2.53% | Reduce -25.9% | 2,956,888 | $154.26M | $52.17 | No quote |
| 11 | GNC | GNC Hldgs Inc. | 0.26% | Reduce -0.1% | 359,254 | $15.81M | No quote | No quote |
| 12 | TIF | Tiffany & Co. NEW | 0.02% | - | 12,632 | $1.09M | No quote | No quote |