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 9 rows. Rows without a quote are marked unavailable.
| 1 | SYY | Sysco Corp. | 22.64% | Reduce -15.5% | 20,603,608 | $1.53B | $74.26 | |
| 2 | PG | Procter and Gamble Co. | 20.23% | Reduce -3.0% | 9,823,724 | $1.37B | $139.14 | |
| 3 | CMCSA | Comcast Class A Ord | 15.40% | Add +27.1% | 19,857,892 | $1.04B | $52.40 | |
| 4 | MDLZ | Mondelez Intl Inc. | 10.59% | - | 12,241,559 | $715.76M | $58.47 | |
| 5 | IVZ | Invesco Ltd. | 9.48% | - | 36,739,343 | $640.37M | $17.43 | |
| 6 | WEN | Wendys Co. | 8.64% | - | 26,630,629 | $583.74M | $21.92 | |
| 7 | - | Janus Henderson Group plcCUSIP G4474Y904 | 7.87% | Reduce -7.4% | 16,366,612 | $532.08M | No quote | No quote |
| 8 | GE | General Electric Co. | 5.15% | Add +0.0% | 32,194,599 | $347.7M | $10.80 | |
| 9 | NVT | nVent Electric Plc | - | Sold | 0 | $0 | No quote | No quote |