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 8 of 11 rows. Rows without a quote are marked unavailable.
| 1 | PEP | PepsiCo Inc. | 21.86% | Add +38.1% | 17,865,831 | $1.66B | $93.09 | No quote |
| 2 | MDLZ | Mondelez Intl Inc. | 18.80% | - | 41,741,854 | $1.43B | $34.27 | No quote |
| 3 | BK | Bank New York Mellon Corp. | 14.71% | Add +51.2% | 28,897,639 | $1.12B | $38.73 | No quote |
| 4 | IR | Ingersoll-Rand PLC | 9.50% | Add +7.0% | 12,821,051 | $722.59M | $56.36 | No quote |
| 5 | LM | Legg Mason Inc. | 8.67% | Add +0.0% | 12,887,964 | $659.35M | No quote | No quote |
| 6 | FDO | Family Dlr Stores Inc. | 8.49% | - | 8,366,386 | $646.22M | No quote | No quote |
| 7 | WEN | Wendys Co. | 7.04% | - | 64,800,245 | $535.25M | $8.26 | No quote |
| 8 | DD | Du Pont E I De Nemours & Co. | 6.56% | Add +13.3% | 6,959,877 | $499.44M | $71.76 | No quote |
| 9 | LAZ | Lazard Ltd | 3.31% | Reduce -24.7% | 4,973,851 | $252.17M | $50.70 | No quote |
| 10 | ALLE | Allegion Pub Ltd Co | 1.04% | - | 1,655,388 | $78.86M | $47.64 | No quote |
| 11 | TIF | Tiffany & Co. NEW | 0.02% | - | 13,412 | $1.29M | No quote | No quote |