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 | 49.33% | - | 32,337,856 | $3.96B | $122.36 | |
| 2 | JHG | Janus Henderson Group plc | 13.07% | - | 31,867,800 | $1.05B | $32.89 | |
| 3 | GE | General Electric Co. | 8.82% | - | 4,030,213 | $707.42M | $175.53 | |
| 4 | WEN | Wendys Co. | 7.39% | - | 31,467,150 | $592.84M | $18.84 | |
| 5 | IVZ | Invesco Ltd. | 7.02% | - | 33,940,096 | $563.07M | $16.59 | |
| 6 | FERG | Ferguson Plc New | 6.79% | Reduce -40.5% | 2,493,687 | $544.7M | $218.43 | |
| 7 | - | The Allstate CorporationCUSIP 200021014 | 4.83% | Reduce -19.9% | 2,237,269 | $387.07M | No quote | No quote |
| 8 | GEHC | GE HealthCare Technologies Inc. | 1.52% | - | 1,342,833 | $122.08M | $90.91 | |
| 9 | SYY | Sysco Corporation | 1.24% | - | 1,223,500 | $99.32M | $81.18 |