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 6 of 12 rows. Rows without a quote are marked unavailable.
| 1 | MDLZ | Mondelez Intl Inc. | 23.56% | - | 40,946,850 | $1.29B | $31.42 | No quote |
| 2 | PEP | PepsiCo Inc. | 17.86% | - | 12,270,046 | $975.47M | $79.50 | No quote |
| 3 | IR | Ingersoll-Rand PLC | 15.35% | Reduce -4.2% | 12,903,994 | $837.99M | $64.94 | No quote |
| 4 | WEN | Wendys Co. | 12.89% | - | 83,000,245 | $703.84M | $8.48 | No quote |
| 5 | FDO | Family Dlr Stores Inc. | 11.03% | - | 8,364,997 | $602.45M | No quote | No quote |
| 6 | LM | Legg Mason Inc. | 7.89% | Add +0.0% | 12,886,493 | $430.92M | No quote | No quote |
| 7 | DD | Du Pont E I De Nemours & Co. | 6.20% | - | 5,778,403 | $338.38M | $58.56 | No quote |
| 8 | LAZ | Lazard Ltd | 4.42% | - | 6,702,380 | $241.42M | $36.02 | No quote |
| 9 | GNC | GNC Hldgs Inc. | 0.78% | - | 776,898 | $42.44M | No quote | No quote |
| 10 | TIF | Tiffany & Co. NEW | 0.01% | - | 10,651 | $816K | No quote | No quote |
| 12 | STT | State Str Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 11 | BID | Sothebys | - | Sold | 0 | $0 | No quote | No quote |