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 10 of 11 rows. Rows without a quote are marked unavailable.
| 1 | SYY | Sysco Corp. | 24.10% | Add +3.0% | 24,379,843 | $1.33B | $54.66 | |
| 2 | PG | Procter and Gamble Co. | 23.41% | Reduce -65.1% | 10,825,852 | $1.29B | $119.57 | |
| 3 | MDLZ | Mondelez Intl Inc. | 14.66% | Add +0.0% | 15,848,921 | $810.36M | $51.13 | |
| 4 | WEN | Wendys Co. | 10.49% | - | 26,630,629 | $580.02M | $21.78 | |
| 5 | GE | General Electric Co. | 7.33% | Reduce -7.6% | 59,332,322 | $405.24M | $6.83 | |
| 6 | CMCSA | Comcast Corp New | 5.05% | New | 7,159,000 | $279.06M | $38.98 | |
| 7 | IVZ | Invesco Ltd | 4.29% | New | 22,026,991 | $237.01M | $10.76 | |
| 8 | NVT | nVent Electric Plc | 4.20% | Reduce -8.6% | 12,391,442 | $232.09M | $18.73 | |
| 9 | JHG | Janus Henderson Group PLC | 3.42% | New | 8,932,350 | $189.01M | $21.16 | |
| 10 | BK | Bank New York Mellon Corp. | 3.06% | Reduce -54.8% | 4,383,286 | $169.41M | $38.65 | |
| 11 | LM | Legg Mason Inc. | - | Sold | 0 | $0 | No quote | No quote |