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 9 of 13 rows. Rows without a quote are marked unavailable.
| 1 | GE | General Electric Co. | 19.50% | New | 90,565,555 | $2.28B | $25.22 | No quote |
| 2 | MDLZ | Mondelez Intl Inc. | 17.16% | Add +0.0% | 48,028,087 | $2.01B | $41.87 | No quote |
| 3 | PEP | PepsiCo Inc. | 14.74% | - | 18,316,211 | $1.73B | $94.30 | No quote |
| 4 | SYY | Sysco Corp. | 13.78% | Add +305.3% | 41,412,900 | $1.61B | $38.97 | No quote |
| 5 | DD | Du Pont E I De Nemours & Co. | 10.62% | Add +5.0% | 25,801,884 | $1.24B | $48.20 | No quote |
| 6 | BK | Bank New York Mellon Corp. | 10.10% | Add +0.0% | 30,228,703 | $1.18B | $39.15 | No quote |
| 7 | PNR | Pentair PLC | 5.67% | Add +91.6% | 13,005,377 | $663.79M | $51.04 | No quote |
| 8 | LM | Legg Mason Inc. | 3.92% | - | 11,039,896 | $459.37M | No quote | No quote |
| 9 | WEN | Wendys Co. | 3.01% | Reduce -24.5% | 40,792,537 | $352.86M | $8.65 | No quote |
| 10 | IR | Ingersoll-Rand PLC | 1.23% | Reduce -61.1% | 2,835,302 | $143.95M | $50.77 | No quote |
| 11 | CC | Chemours Co. | 0.27% | New | 4,879,376 | $31.57M | No quote | No quote |
| 12 | TIF | Tiffany & Co. NEW | 0.01% | - | 14,260 | $1.1M | No quote | No quote |
| 13 | FDO | Family Dlr Stores Inc. | - | Sold | 0 | $0 | No quote | No quote |