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 8 rows. Rows without a quote are marked unavailable.
| 1 | PG | Procter and Gamble Co. | 49.20% | Reduce -3.5% | 31,034,785 | $3.41B | $110.00 | |
| 2 | SYY | Sysco Corp. | 15.57% | - | 23,676,143 | $1.08B | $45.63 | |
| 3 | MDLZ | Mondelez Intl Inc. | 11.44% | Reduce -15.8% | 15,845,340 | $793.54M | $50.08 | |
| 4 | GE | General Electric Co. | 7.35% | Add +0.0% | 64,236,784 | $510.04M | $7.94 | |
| 5 | WEN | Wendys Co. | 5.71% | - | 26,630,629 | $396.26M | $14.88 | |
| 6 | BK | Bank New York Mellon Corp. | 4.71% | Reduce -20.2% | 9,701,088 | $326.73M | $33.68 | |
| 7 | NVT | nVent Electric Plc | 3.30% | Add +0.0% | 13,555,821 | $228.69M | $16.87 | |
| 8 | LM | Legg Mason Inc. | 2.73% | - | 3,881,704 | $189.62M | No quote | No quote |