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 | DD | Du Pont E I De Nemours & Co. | 19.06% | Add +249.3% | 24,313,084 | $1.8B | $73.94 | No quote |
| 2 | PEP | PepsiCo Inc. | 17.91% | - | 17,865,831 | $1.69B | $94.56 | No quote |
| 3 | MDLZ | Mondelez Intl Inc. | 17.83% | Add +10.9% | 46,299,025 | $1.68B | $36.33 | No quote |
| 4 | BK | Bank New York Mellon Corp. | 12.43% | - | 28,897,639 | $1.17B | $40.57 | No quote |
| 5 | IR | Ingersoll-Rand PLC | 8.62% | - | 12,821,051 | $812.73M | $63.39 | No quote |
| 6 | LM | Legg Mason Inc. | 7.29% | - | 12,887,964 | $687.83M | No quote | No quote |
| 7 | FDO | Family Dlr Stores Inc. | 7.03% | - | 8,366,386 | $662.7M | No quote | No quote |
| 8 | WEN | Wendys Co. | 6.20% | - | 64,800,245 | $585.15M | $9.03 | No quote |
| 9 | LAZ | Lazard Ltd | 2.64% | - | 4,973,851 | $248.84M | $50.03 | No quote |
| 10 | ALLE | Allegion Pub Ltd Co | 0.97% | - | 1,655,388 | $91.81M | $55.46 | No quote |
| 11 | TIF | Tiffany & Co. NEW | 0.02% | - | 13,412 | $1.43M | No quote | No quote |