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 2026-05-30 from SEC 13F data.
Live quotes available for 10 of 13 rows. Rows without a quote are marked unavailable.
| 1 | JHG | Janus Henderson Group plc | 26.20% | - | 31,867,800 | $1.07B | $33.71 | |
| 2 | GE | General Electric Co. | 15.63% | Reduce -20.2%1.253:1 split | 4,030,213 | $640.68M | $158.97 | |
| 3 | WEN | Wendys Co. | 13.03% | Add +0.1% | 31,507,868 | $534.37M | $16.96 | |
| 4 | IVZ | Invesco Ltd. | 9.93% | Reduce -19.8% | 27,223,734 | $407.27M | $14.96 | |
| 5 | FERG | Ferguson Plc New | 9.23% | Reduce -21.6% | 1,953,863 | $378.37M | $193.65 | |
| 6 | - | The Allstate CorporationCUSIP 200021014 | 7.84% | Reduce -10.0% | 2,013,508 | $321.48M | No quote | No quote |
| 7 | SOLV | Solventum Corporation | 6.91% | New | 5,360,579 | $283.47M | $52.88 | |
| 8 | DIS | The Walt Disney Company | 6.41% | Reduce -91.8% | 2,645,583 | $262.68M | $99.29 | |
| 9 | GEHC | GE HealthCare Technologies Inc. | 2.55% | - | 1,342,833 | $104.63M | $77.92 | |
| 10 | UHAL-B | U-Haul Holding Company - B | 1.33% | New | 909,300 | $54.58M | $60.02 | |
| 11 | UHAL | U-Haul Holding Company | 0.59% | New | 389,700 | $24.06M | $61.73 | |
| 12 | RTO | Rentokil Initial plc | 0.34% | New | 470,000 | $13.94M | No quote | No quote |
| 13 | SYY | Sysco Corporation | - | Sold | 0 | $0 | No quote | No quote |