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 2026-05-07 from SEC 13F data.
Live quotes available for 7 of 10 rows. Rows without a quote are marked unavailable.
| 1 | JHG | Janus Henderson Group plc | 34.53% | - | 31,867,800 | $1.42B | $44.51 | |
| 2 | GE | GE Aerospace | 29.52% | - | 4,030,213 | $1.21B | $300.82 | |
| 3 | SOLV | Solventum Corporation | 15.04% | - | 8,462,819 | $617.79M | $73.00 | |
| 4 | IVZ | Invesco Ltd. | 8.17% | - | 14,628,455 | $335.58M | $22.94 | |
| 5 | WEN | Wendys Co. | 6.79% | Add +0.0% | 30,437,023 | $278.8M | $9.16 | |
| 6 | FERG | Ferguson Plc New | 5.94% | - | 1,086,357 | $243.97M | $224.58 | |
| 7 | GEHC | GE HealthCare Technologies Inc. | 0.01% | - | 4,029 | $302.58K | $75.10 | |
| 10 | UHAL-B | U-Haul Holding Company - B | - | Sold | 0 | $0 | No quote | No quote |
| 9 | UHAL | U-Haul Holding Company | - | Sold | 0 | $0 | No quote | No quote |
| 8 | - | The Allstate CorporationCUSIP 200021014 | - | Sold | 0 | $0 | No quote | No quote |