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 8 of 9 rows. Rows without a quote are marked unavailable.
| 1 | FERG | Ferguson Plc New | 21.29% | Reduce -0.7% | 13,117,373 | $1.82B | $138.84 | |
| 2 | SYY | Sysco Corp. | 16.25% | Reduce -13.2% | 17,875,724 | $1.39B | $77.75 | |
| 3 | CMCSA | Comcast Corp. New | 13.86% | Add +4.7% | 20,797,466 | $1.19B | $57.02 | |
| 4 | IVZ | Invesco Ltd. | 11.17% | Add +0.0% | 36,755,775 | $955.65M | $26.00 | |
| 5 | - | Janus Henderson Group plcCUSIP G4474Y904 | 9.63% | Add +29.7% | 21,223,084 | $823.67M | No quote | No quote |
| 6 | PG | Procter and Gamble Co. | 9.14% | Reduce -34.8% | 5,791,785 | $781.49M | $134.93 | |
| 7 | WEN | Wendys Co. | 7.29% | - | 26,630,629 | $623.69M | $23.42 | |
| 8 | MDLZ | Mondelez Intl Inc. | 6.31% | Reduce -8.0% | 8,638,085 | $539.36M | $62.44 | |
| 9 | GE | General Electric Co. | 5.07% | Add +0.0% | 32,201,472 | $433.43M | $13.46 |