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 9 of 12 rows. Rows without a quote are marked unavailable.
| 1 | JHG | Janus Henderson Group plc | 31.18% | - | 31,867,800 | $1.21B | $38.07 | |
| 2 | GE | General Electric Co. | 19.53% | - | 4,030,213 | $760.02M | $188.58 | |
| 3 | WEN | Wendys Co. | 13.74% | Reduce -3.2% | 30,512,595 | $534.58M | $17.52 | |
| 4 | SOLV | Solventum Corporation | 12.77% | Add +32.9% | 7,126,255 | $496.84M | $69.72 | |
| 5 | IVZ | Invesco Ltd. | 10.46% | Reduce -14.9% | 23,173,442 | $406.93M | $17.56 | |
| 6 | FERG | Ferguson Plc New | 6.49% | Reduce -35.0% | 1,270,810 | $252.34M | $198.57 | |
| 7 | - | The Allstate CorporationCUSIP 200021014 | 2.99% | Reduce -69.5% | 613,447 | $116.34M | No quote | No quote |
| 8 | UHAL-B | U-Haul Holding Company - B | 1.94% | Add +15.4% | 1,049,055 | $75.53M | $72.00 | |
| 9 | UHAL | U-Haul Holding Company | 0.90% | Add +15.4% | 449,595 | $34.83M | $77.48 | |
| 10 | GEHC | GE HealthCare Technologies Inc. | 0.01% | Reduce -99.7% | 4,029 | $378.12K | $93.85 | |
| 12 | DIS | The Walt Disney Company | - | Sold | 0 | $0 | No quote | No quote |
| 11 | RTO | Rentokil Initial plc | - | Sold | 0 | $0 | No quote | No quote |