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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 3 of 16 rows. Rows without a quote are marked unavailable.


1	FDO	Family Dlr Stores Inc. COM	20.94%	Add +37.9%	9,966,201	$574.65M	No quote	No quote
2	KFT	Kraft Foods Inc. CL A	18.69%	Reduce -20.7%	13,730,919	$512.99M	No quote	No quote
3	WEN	Wendys Co. COM	14.97%	-	76,623,145	$410.7M	$5.36	No quote
4	STT	State Str Corp. COM	14.46%	Add +1.2%	9,843,416	$396.79M	$40.31	No quote
5	LM	Legg Mason Inc. COM	12.89%	-	14,702,269	$353.59M	No quote	No quote
6	TIF	Tiffany & Co. NEW COM	10.82%	-	4,481,994	$296.98M	No quote	No quote
7	DPZ	Dominos Pizza Inc. COM	5.13%	Reduce -29.9%	4,150,000	$140.89M	$33.95	No quote
8	HNZ	Heinz HJ Co. COM	2.10%	-	1,065,584	$57.58M	No quote	No quote
16	SPY	SPDR S&P 500 ETF TR TR UNIT	-	Sold	0	$0	No quote	No quote
15	PEP	Pepsico Inc. COM	-	Sold	0	$0	No quote	No quote
14	LYB	LyondellBasell Industries N SHS-A	-	Sold	0	$0	No quote	No quote
13	TVL	Lin TV Corp. CL A	-	Sold	0	$0	No quote	No quote
12	STAR	Istar Finl Inc. COM	-	Sold	0	$0	No quote	No quote
11	CHTR	Charter Communications Inc. D CL A NEW	-	Sold	0	$0	No quote	No quote
10	CBS	CBS Corp. NEW CL B	-	Sold	0	$0	No quote	No quote
9	BLC	Belo Corp. COM SER A	-	Sold	0	$0	No quote	No quote