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 | PG | Procter and Gamble Co. | 24.74% | Add +472.3% | 36,718,855 | $3.3B | $89.85 | No quote |
| 2 | SYY | Sysco Corp. | 17.12% | Add +0.0% | 43,973,835 | $2.28B | $51.92 | No quote |
| 3 | GE | General Electric Co. | 15.42% | Add +2.3% | 68,977,055 | $2.06B | $29.80 | No quote |
| 4 | MDLZ | Mondelez Intl Inc. | 14.29% | Add +0.0% | 44,232,073 | $1.91B | $43.08 | No quote |
| 5 | BK | Bank New York Mellon Corp. | 11.47% | - | 32,372,656 | $1.53B | $47.23 | No quote |
| 6 | PNR | Pentair PLC | 6.75% | Add +0.0% | 14,338,162 | $900.15M | $62.78 | No quote |
| 7 | DD | Du Pont E I De Nemours & Co. | 5.66% | Reduce -36.7% | 9,390,689 | $754.35M | $80.33 | No quote |
| 8 | WEN | Wendys Co. | 4.55% | - | 44,535,921 | $606.13M | $13.61 | No quote |