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 10 rows. Rows without a quote are marked unavailable.
| 1 | JHG | Janus Henderson Group plc | 34.93% | - | 31,867,800 | $1.36B | $42.53 | |
| 2 | GE | General Electric Co. | 17.32% | - | 4,030,213 | $672.2M | $166.79 | |
| 3 | SOLV | Solventum Corporation | 14.41% | Add +18.8% | 8,462,819 | $559.05M | $66.06 | |
| 4 | WEN | Wendys Co. | 12.82% | Add +0.0% | 30,525,029 | $497.56M | $16.30 | |
| 5 | IVZ | Invesco Ltd. | 10.44% | - | 23,173,442 | $405.07M | $17.48 | |
| 6 | FERG | Ferguson Plc New | 5.53% | Reduce -2.6% | 1,237,274 | $214.75M | $173.57 | |
| 7 | UHAL-B | U-Haul Holding Company - B | 1.86% | Add +7.2% | 1,124,700 | $72.04M | $64.05 | |
| 8 | - | The Allstate CorporationCUSIP 200021014 | 1.52% | Reduce -50.0% | 306,722 | $59.13M | No quote | No quote |
| 9 | UHAL | U-Haul Holding Company | 1.16% | Add +45.0% | 652,000 | $45.05M | $69.09 | |
| 10 | GEHC | GE HealthCare Technologies Inc. | 0.01% | - | 4,029 | $314.99K | $78.18 |