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 12 rows. Rows without a quote are marked unavailable.
| 1 | GE | General Electric Co. | 19.65% | Reduce -14.1% | 77,781,541 | $2.42B | $31.15 | No quote |
| 2 | MDLZ | Mondelez Intl Inc. | 17.47% | Add +0.0% | 48,028,124 | $2.15B | $44.84 | No quote |
| 3 | PEP | PepsiCo Inc. | 14.84% | - | 18,316,211 | $1.83B | $99.92 | No quote |
| 4 | SYY | Sysco Corp. | 14.19% | Add +3.1% | 42,685,607 | $1.75B | $41.00 | No quote |
| 5 | DD | Du Pont E I De Nemours & Co. | 10.92% | Reduce -21.6% | 20,224,075 | $1.35B | $66.60 | No quote |
| 6 | BK | Bank New York Mellon Corp. | 10.34% | Add +2.3% | 30,935,516 | $1.28B | $41.22 | No quote |
| 7 | PNR | Pentair PLC | 5.50% | Add +5.2% | 13,681,877 | $677.66M | $49.53 | No quote |
| 8 | WEN | Wendys Co. | 3.56% | - | 40,792,537 | $439.34M | $10.77 | No quote |
| 9 | LM | Legg Mason Inc. | 3.51% | - | 11,039,896 | $433.1M | No quote | No quote |
| 10 | TIF | Tiffany & Co. NEW | 0.01% | - | 14,260 | $1.09M | No quote | No quote |
| 12 | IR | Ingersoll-Rand PLC | - | Sold | 0 | $0 | No quote | No quote |
| 11 | CC | Chemours Co. | - | Sold | 0 | $0 | No quote | No quote |