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 2026-05-10 from SEC 13F data.
Live quotes available for 8 of 8 rows. Rows without a quote are marked unavailable.
| 1 | JHG | Janus Henderson Group plc | 22.38% | - | 31,867,800 | $868.4M | $27.25 | |
| 2 | FERG | Ferguson Plc New | 22.27% | Reduce -6.3% | 5,494,700 | $864.37M | $157.31 | |
| 3 | DIS | The Walt Disney Company | 14.78% | Add +8.6% | 6,425,050 | $573.63M | $89.28 | |
| 4 | IVZ | Invesco Ltd. | 14.70% | - | 33,940,096 | $570.53M | $16.81 | |
| 5 | WEN | Wendys Co. | 11.62% | Reduce -4.5% | 20,732,628 | $450.93M | $21.75 | |
| 6 | GE | General Electric Co. | 11.40% | - | 4,028,998 | $442.59M | $109.85 | |
| 7 | GEHC | GE HealthCare Technologies Inc. | 2.81% | - | 1,342,830 | $109.09M | $81.24 | |
| 8 | MDLZ | Mondelez Intl Inc. | 0.03% | - | 16,530 | $1.21M | $72.94 |