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 9 of 9 rows. Rows without a quote are marked unavailable.
| 1 | PG | Procter and Gamble Co. | 37.73% | Add +0.0% | 37,910,766 | $3.48B | $91.92 | No quote |
| 2 | SYY | Sysco Corp. | 19.20% | Reduce -24.8% | 28,303,910 | $1.77B | $62.66 | No quote |
| 3 | BK | Bank New York Mellon Corp. | 8.22% | Add +0.0% | 16,139,123 | $759.67M | $47.07 | No quote |
| 4 | MDLZ | Mondelez Intl Inc. | 8.16% | Add +0.0% | 18,824,836 | $753.56M | $40.03 | No quote |
| 5 | PPG | PPG Inds Inc. | 7.76% | Add +69.2% | 7,009,412 | $716.57M | $102.23 | No quote |
| 6 | GE | General Electric Co. | 5.81% | Add +0.0% | 70,865,317 | $536.45M | $7.57 | No quote |
| 7 | WEN | Wendys Co. | 5.35% | - | 31,630,629 | $493.75M | $15.61 | No quote |
| 8 | NVT | nVent Electric Plc | 4.27% | - | 17,562,998 | $394.47M | $22.46 | No quote |
| 9 | PNR | Pentair PLC | 3.51% | Reduce -28.7% | 8,580,717 | $324.18M | $37.78 | No quote |