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 11 rows. Rows without a quote are marked unavailable.
| 1 | DD | Du Pont E I De Nemours & Co. | 20.51% | Add +1.0% | 24,563,084 | $1.76B | $71.47 | No quote |
| 2 | PEP | PepsiCo Inc. | 20.46% | Add +2.5% | 18,316,211 | $1.75B | $95.62 | No quote |
| 3 | MDLZ | Mondelez Intl Inc. | 20.25% | Add +3.7% | 48,024,117 | $1.73B | $36.09 | No quote |
| 4 | BK | Bank New York Mellon Corp. | 14.21% | Add +4.6% | 30,225,639 | $1.22B | $40.24 | No quote |
| 5 | LM | Legg Mason Inc. | 8.31% | - | 12,887,964 | $711.42M | No quote | No quote |
| 6 | WEN | Wendys Co. | 8.25% | - | 64,800,245 | $706.32M | $10.90 | No quote |
| 7 | IR | Ingersoll-Rand PLC | 6.82% | Reduce -33.1% | 8,570,293 | $583.47M | $68.08 | No quote |
| 8 | ALLE | Allegion Pub Ltd Co | 1.18% | - | 1,655,388 | $101.26M | $61.17 | No quote |
| 9 | TIF | Tiffany & Co. NEW | 0.01% | - | 13,412 | $1.18M | No quote | No quote |
| 10 | FDO | Family Dlr Stores Inc. | 0.00% | Reduce -100.0% | 3,679 | $292K | No quote | No quote |
| 11 | LAZ | Lazard Ltd | - | Sold | 0 | $0 | No quote | No quote |