Nelson Peltz - Trian Fund Management
As of Q1 2026, Nelson Peltz reported 8 long-equity positions worth $3.86B in aggregate.
Copy-investor backtest
- Latest quarter
- -2.80%
- 1-year
- +20.57%
- 3-year
- +40.42%
- 3-year top 5
- +36.23%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 9 of 10 rows. Rows without a quote are marked unavailable.
| 1 | FERG | Ferguson Plc New | 27.11% | Reduce -10.5% | 11,391,981 | $2.02B | $177.50 | |
| 2 | JHG | Janus Henderson Group plc | 15.90% | New | 28,272,648 | $1.19B | $41.94 | |
| 3 | IVZ | Invesco Ltd. | 15.85% | Add +23.7% | 45,473,859 | $1.18B | $26.00 | |
| 4 | SYY | Sysco Corp. | 13.54% | Reduce -4.0% | 12,853,962 | $1.01B | $78.55 | |
| 5 | CMCSA | Comcast Corp. New | 13.49% | - | 19,991,416 | $1.01B | $50.33 | |
| 6 | WEN | Wendys Co. | 8.10% | - | 25,333,339 | $604.2M | $23.85 | |
| 7 | GE | General Electric Co. | 5.10% | Add +0.0% | 4,026,113 | $380.35M | $94.47 | |
| 8 | PG | Procter and Gamble Co. | 0.52% | Reduce -95.5% | 237,384 | $38.83M | $163.58 | |
| 9 | MDLZ | Mondelez Intl Inc. | 0.40% | Reduce -94.4% | 450,184 | $29.85M | $66.31 | |
| 10 | - | Janus Henderson Group plcCUSIP G4474Y904 | - | Sold | 0 | $0 | No quote | No quote |