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 9 rows. Rows without a quote are marked unavailable.
| 1 | DIS | The Walt Disney Company | 41.67% | Reduce -1.6% | 32,337,856 | $2.92B | $90.29 | |
| 2 | JHG | Janus Henderson Group plc | 13.71% | - | 31,867,800 | $960.81M | $30.15 | |
| 3 | FERG | Ferguson Plc New | 11.55% | Reduce -22.6% | 4,190,252 | $809.01M | $193.07 | |
| 4 | WEN | Wendys Co. | 8.75% | Reduce -5.7% | 31,467,150 | $612.98M | $19.48 | |
| 5 | IVZ | Invesco Ltd. | 8.64% | - | 33,940,096 | $605.49M | $17.84 | |
| 6 | GE | General Electric Co. | 7.34% | Add +0.0% | 4,030,213 | $514.38M | $127.63 | |
| 7 | - | The Allstate CorporationCUSIP 200021014 | 5.58% | Reduce -23.3% | 2,793,098 | $390.98M | No quote | No quote |
| 8 | GEHC | GE HealthCare Technologies Inc. | 1.48% | Add +0.0% | 1,342,833 | $103.83M | $77.32 | |
| 9 | SYY | Sysco Corporation | 1.28% | - | 1,223,500 | $89.47M | $73.13 |