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 8 rows. Rows without a quote are marked unavailable.
| 1 | SYY | Sysco Corp. | 21.95% | Add +0.0% | 43,973,115 | $2.43B | $55.37 | No quote |
| 2 | GE | General Electric Co. | 19.20% | Reduce -7.2% | 67,419,115 | $2.13B | $31.60 | No quote |
| 3 | MDLZ | Mondelez Intl Inc. | 17.67% | Reduce -7.9% | 44,231,954 | $1.96B | $44.33 | No quote |
| 4 | BK | Bank New York Mellon Corp. | 13.83% | Add +0.0% | 32,372,656 | $1.53B | $47.38 | No quote |
| 5 | DD | Du Pont E I De Nemours & Co. | 9.81% | Reduce -15.0% | 14,833,257 | $1.09B | $73.40 | No quote |
| 6 | PNR | Pentair PLC | 7.25% | - | 14,337,040 | $803.88M | $56.07 | No quote |
| 7 | WEN | Wendys Co. | 5.43% | Add +9.2% | 44,535,921 | $602.13M | $13.52 | No quote |
| 8 | PG | Procter and Gamble Co. | 4.86% | New | 6,416,284 | $539.48M | $84.08 | No quote |