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 9 of 13 rows. Rows without a quote are marked unavailable.
| 1 | MDLZ | Mondelez Intl Inc. | 19.09% | Add +0.0% | 48,028,053 | $1.98B | $41.14 | No quote |
| 2 | PEP | PepsiCo Inc. | 16.52% | - | 18,316,211 | $1.71B | $93.34 | No quote |
| 3 | DD | Du Pont E I De Nemours & Co. | 15.18% | - | 24,563,084 | $1.57B | $63.95 | No quote |
| 4 | GE | General Electric Co. | 12.74% | New | 49,622,390 | $1.32B | $26.57 | No quote |
| 5 | BK | Bank New York Mellon Corp. | 12.26% | - | 30,225,639 | $1.27B | $41.97 | No quote |
| 6 | WEN | Wendys Co. | 5.89% | Reduce -16.6% | 54,024,581 | $609.4M | $11.28 | No quote |
| 7 | LM | Legg Mason Inc. | 5.50% | Reduce -14.3% | 11,039,896 | $568.89M | No quote | No quote |
| 8 | IR | Ingersoll-Rand PLC | 4.75% | Reduce -14.9% | 7,289,130 | $491.43M | $67.42 | No quote |
| 9 | PNR | Pentair PLC | 4.51% | New | 6,788,791 | $466.73M | $68.75 | No quote |
| 10 | SYY | Sysco Corp. | 3.56% | New | 10,218,418 | $368.89M | $36.10 | No quote |
| 11 | TIF | Tiffany & Co. NEW | 0.01% | Add +6.3% | 14,260 | $1.31M | No quote | No quote |
| 12 | FDO | Family Dlr Stores Inc. | 0.00% | - | 3,679 | $290K | No quote | No quote |
| 13 | ALLE | Allegion Pub Ltd Co | - | Sold | 0 | $0 | No quote | No quote |