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 8 of 9 rows. Rows without a quote are marked unavailable.
| 1 | FERG | Ferguson Plc New | 26.09% | Add +0.1% | 11,402,731 | $1.56B | $136.67 | |
| 2 | IVZ | Invesco Ltd. | 23.52% | Add +18.8% | 54,034,034 | $1.4B | $26.00 | |
| 3 | JHG | Janus Henderson Group plc | 18.69% | Add +12.7% | 31,867,800 | $1.12B | $35.02 | |
| 4 | SYY | Sysco Corp. | 15.73% | Reduce -10.5% | 11,503,829 | $939.29M | $81.65 | |
| 5 | WEN | Wendys Co. | 9.32% | - | 25,333,339 | $556.57M | $21.97 | |
| 6 | GE | General Electric Co. | 6.17% | Add +0.0% | 4,026,121 | $368.39M | $91.50 | |
| 7 | MDLZ | Mondelez Intl Inc. | 0.47% | Add +0.0% | 450,267 | $28.27M | $62.78 | |
| 8 | PG | Procter and Gamble Co. | 0.01% | Reduce -97.7% | 5,457 | $893K | $163.64 | |
| 9 | CMCSA | Comcast Corp. New | - | Sold | 0 | $0 | No quote | No quote |