Nelson Peltz - Trian Fund Management
As of Q2 2026, Nelson Peltz reported 8 long-equity positions worth $4.23B in aggregate.
Copy-investor backtest
- Latest quarter
- +20.91%
- 1-year
- +29.30%
- 3-year
- +68.22%
- 5-year
- +47.62%
- 3-year vs S&P 500
- -6.20%
- 5-year vs S&P 500
- -25.61%
- 5-year top 5
- +40.74%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-05-16 from SEC 13F data.
Live quotes available for 8 of 8 rows. Rows without a quote are marked unavailable.
| 1 | JHG | Janus Henderson Group plc | 42.41% | - | 31,867,800 | $1.64B | $51.37 | |
| 2 | GE | GE Aerospace | 29.63% | - | 4,030,765 | $1.14B | $283.77 | |
| 3 | SOLV | Solventum Corporation | 13.94% | - | 8,236,753 | $537.86M | $65.30 | |
| 4 | FERG | Ferguson Plc New | 6.57% | - | 1,086,357 | $253.4M | $233.26 | |
| 5 | WEN | Wendys Co. | 5.48% | Add +0.0% | 30,446,022 | $211.6M | $6.95 | |
| 6 | IVZ | Invesco Ltd. | 1.87% | - | 2,970,944 | $72.16M | $24.29 | |
| 7 | MICC | Magnum Ice Cream Co NV | 0.09% | New | 241,042 | $3.6M | $14.95 | |
| 8 | GEHC | GE HealthCare Technologies Inc. | 0.01% | - | 4,044 | $287.85K | $71.18 |