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 2026-06-06 from SEC 13F data.
Live quotes available for 7 of 13 rows. Rows without a quote are marked unavailable.
| 1 | MDLZ | Mondelez Intl Inc. | 23.00% | Add +1.6% | 40,946,850 | $1.17B | $28.53 | No quote |
| 2 | PEP | PepsiCo Inc. | 19.76% | Add +2.0% | 12,270,046 | $1B | $81.79 | No quote |
| 3 | IR | Ingersoll-Rand PLC | 14.73% | - | 13,470,668 | $747.89M | $55.52 | No quote |
| 4 | FDO | Family Dlr Stores Inc. | 10.26% | Reduce -6.7% | 8,364,997 | $521.22M | No quote | No quote |
| 5 | WEN | Wendys Co. | 9.53% | - | 83,000,245 | $483.89M | $5.83 | No quote |
| 6 | LM | Legg Mason Inc. | 7.87% | - | 12,884,337 | $399.54M | No quote | No quote |
| 7 | DD | Du Pont E I De Nemours & Co. | 5.97% | New | 5,778,403 | $303.37M | $52.50 | No quote |
| 8 | LAZ | Lazard Ltd | 4.24% | Add +19.7% | 6,702,380 | $215.48M | $32.15 | No quote |
| 9 | STT | State Str Corp. | 2.39% | Reduce -20.9% | 1,862,816 | $121.47M | $65.21 | No quote |
| 10 | BID | Sothebys | 1.55% | New | 2,074,182 | $78.63M | No quote | No quote |
| 11 | GNC | GNC Hldgs Inc. | 0.68% | New | 776,898 | $34.35M | No quote | No quote |
| 12 | TIF | Tiffany & Co. NEW | 0.02% | - | 10,651 | $776K | No quote | No quote |
| 13 | HNZ | Heinz HJ Co. COM | - | Sold | 0 | $0 | No quote | No quote |