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
- +20.93%
- 1-year
- +29.32%
- 3-year
- +70.08%
- 5-year
- +51.20%
- 3-year vs S&P 500
- -4.34%
- 5-year vs S&P 500
- -22.04%
- 5-year top 5
- +49.64%
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 2026-09-19 from SEC 13F data.
Live quotes available for 9 of 9 rows. Rows without a quote are marked unavailable.
| 1 | PG | Procter and Gamble Co. | 28.72% | - | 37,908,621 | $2.96B | $78.06 | No quote |
| 2 | SYY | Sysco Corp. | 28.21% | Reduce -5.1% | 42,562,249 | $2.91B | $68.29 | No quote |
| 3 | GE | General Electric Co. | 9.36% | Add +0.0% | 70,861,131 | $964.42M | $13.61 | No quote |
| 4 | BK | Bank New York Mellon Corp. | 8.45% | Add +0.0% | 16,138,942 | $870.37M | $53.93 | No quote |
| 5 | MDLZ | Mondelez Intl Inc. | 7.49% | Add +0.0% | 18,824,680 | $771.81M | $41.00 | No quote |
| 6 | PNR | Pentair PLC | 5.61% | Reduce -10.8% | 13,739,444 | $578.16M | $42.08 | No quote |
| 7 | WEN | Wendys Co. | 5.27% | Reduce -7.1% | 31,630,629 | $543.41M | $17.18 | No quote |
| 8 | NVT | nVent Electric Plc | 4.28% | New | 17,562,998 | $440.83M | $25.10 | No quote |
| 9 | PPG | PPG Inds Inc. | 2.61% | New | 2,593,520 | $269.03M | $103.73 | No quote |