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.
Get email alerts when Nelson Peltz files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 7 of 10 rows. Rows without a quote are marked unavailable.
| 1 | GE | General Electric Co. | 22.73% | Reduce -4.5% | 74,245,255 | $2.36B | $31.79 | No quote |
| 2 | SYY | Sysco Corp. | 19.47% | Add +1.4% | 43,271,951 | $2.02B | $46.73 | No quote |
| 3 | MDLZ | Mondelez Intl Inc. | 18.56% | Add +0.0% | 48,028,164 | $1.93B | $40.12 | No quote |
| 4 | DD | Du Pont E I De Nemours & Co. | 12.49% | Add +1.3% | 20,485,262 | $1.3B | $63.32 | No quote |
| 5 | BK | Bank New York Mellon Corp. | 11.29% | Add +2.9% | 31,826,733 | $1.17B | $36.83 | No quote |
| 6 | PNR | Pentair PLC | 7.49% | Add +4.8% | 14,335,888 | $777.87M | $54.26 | No quote |
| 7 | WEN | Wendys Co. | 4.28% | - | 40,792,537 | $444.23M | $10.89 | No quote |
| 8 | LM | Legg Mason Inc. | 3.69% | - | 11,039,896 | $382.86M | No quote | No quote |
| 9 | TIF | Tiffany & Co. NEW | 0.01% | - | 14,260 | $1.05M | No quote | No quote |
| 10 | PEP | PepsiCo Inc. | - | Sold | 0 | $0 | No quote | No quote |