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 7 rows. Rows without a quote are marked unavailable.
| 1 | SYY | Sysco Corp. | 21.05% | Add +0.0% | 43,966,457 | $2.15B | $49.01 | No quote |
| 2 | GE | General Electric Co. | 21.02% | Reduce -2.9% | 72,624,115 | $2.15B | $29.62 | No quote |
| 3 | MDLZ | Mondelez Intl Inc. | 20.60% | - | 48,031,904 | $2.11B | $43.90 | No quote |
| 4 | BK | Bank New York Mellon Corp. | 12.61% | Add +0.5% | 32,372,626 | $1.29B | $39.88 | No quote |
| 5 | DD | Du Pont E I De Nemours & Co. | 11.42% | Reduce -9.3% | 17,450,891 | $1.17B | $66.97 | No quote |
| 6 | PNR | Pentair PLC | 9.00% | - | 14,337,040 | $921.01M | $64.24 | No quote |
| 7 | WEN | Wendys Co. | 4.30% | - | 40,792,537 | $440.56M | $10.80 | No quote |