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 7 of 9 rows. Rows without a quote are marked unavailable.
| 1 | GE | General Electric Co. | 22.42% | Add +0.7% | 74,766,576 | $2.35B | $31.48 | No quote |
| 2 | SYY | Sysco Corp. | 21.25% | Add +1.6% | 43,965,695 | $2.23B | $50.74 | No quote |
| 3 | MDLZ | Mondelez Intl Inc. | 20.82% | Add +0.0% | 48,031,904 | $2.19B | $45.51 | No quote |
| 4 | BK | Bank New York Mellon Corp. | 11.93% | Add +1.2% | 32,220,599 | $1.25B | $38.85 | No quote |
| 5 | DD | Du Pont E I De Nemours & Co. | 11.88% | Reduce -6.1% | 19,239,379 | $1.25B | $64.80 | No quote |
| 6 | PNR | Pentair PLC | 7.96% | Add +0.0% | 14,337,040 | $835.71M | $58.29 | No quote |
| 7 | WEN | Wendys Co. | 3.74% | - | 40,792,537 | $392.42M | $9.62 | No quote |
| 9 | TIF | Tiffany & Co. NEW | - | Sold | 0 | $0 | No quote | No quote |
| 8 | LM | Legg Mason Inc. | - | Sold | 0 | $0 | No quote | No quote |