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 8 rows. Rows without a quote are marked unavailable.
| 1 | FERG | Ferguson Plc New | 30.40% | Reduce -12.5% | 11,218,181 | $1.15B | $102.93 | |
| 2 | IVZ | Invesco Ltd. | 20.11% | - | 55,758,634 | $763.89M | $13.70 | |
| 3 | JHG | Janus Henderson Group plc | 17.04% | - | 31,867,800 | $647.24M | $20.31 | |
| 4 | SYY | Sysco Corp. | 13.36% | Reduce -18.4% | 7,177,540 | $507.52M | $70.71 | |
| 5 | WEN | Wendys Co. | 12.47% | - | 25,333,339 | $473.48M | $18.69 | |
| 6 | GE | General Electric Co. | 6.57% | Add +0.0% | 4,027,274 | $249.33M | $61.91 | |
| 7 | MDLZ | Mondelez Intl Inc. | 0.02% | - | 16,239 | $890K | $54.81 | |
| 8 | PG | Procter and Gamble Co. | 0.02% | Add +2.4% | 5,589 | $706K | $126.32 |