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.
Get email alerts when Nelson Peltz files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 8 of 11 rows. Rows without a quote are marked unavailable.
| 1 | MDLZ | Mondelez Intl Inc. | 23.10% | - | 41,741,854 | $1.57B | $37.61 | No quote |
| 2 | PEP | PepsiCo Inc. | 17.01% | - | 12,938,653 | $1.16B | $89.34 | No quote |
| 3 | IR | Ingersoll-Rand PLC | 11.02% | - | 11,978,914 | $748.8M | $62.51 | No quote |
| 4 | BK | Bank New York Mellon Corp. | 10.54% | - | 19,110,843 | $716.27M | $37.48 | No quote |
| 5 | LM | Legg Mason Inc. | 9.73% | - | 12,886,493 | $661.21M | No quote | No quote |
| 6 | FDO | Family Dlr Stores Inc. | 8.14% | - | 8,366,386 | $553.35M | No quote | No quote |
| 7 | WEN | Wendys Co. | 8.13% | - | 64,800,245 | $552.75M | $8.53 | No quote |
| 8 | DD | Du Pont E I De Nemours & Co. | 5.91% | - | 6,141,364 | $401.89M | $65.44 | No quote |
| 9 | LAZ | Lazard Ltd | 5.01% | - | 6,606,540 | $340.63M | $51.56 | No quote |
| 10 | ALLE | Allegion Pub Ltd Co | 1.38% | - | 1,655,388 | $93.83M | $56.68 | No quote |
| 11 | TIF | Tiffany & Co. NEW | 0.02% | - | 13,412 | $1.35M | No quote | No quote |