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 8 of 8 rows. Rows without a quote are marked unavailable.
| 1 | PG | Procter and Gamble Co. | 24.71% | Add +2.4% | 37,612,012 | $3.28B | $87.15 | No quote |
| 2 | SYY | Sysco Corp. | 16.68% | Add +0.0% | 43,974,585 | $2.21B | $50.33 | No quote |
| 3 | GE | General Electric Co. | 14.42% | Add +2.7% | 70,851,055 | $1.91B | $27.01 | No quote |
| 4 | MDLZ | Mondelez Intl Inc. | 13.84% | Reduce -3.9% | 42,504,623 | $1.84B | $43.19 | No quote |
| 5 | BK | Bank New York Mellon Corp. | 12.45% | Add +0.0% | 32,375,489 | $1.65B | $51.02 | No quote |
| 6 | PNR | Pentair PLC | 7.62% | Add +6.0% | 15,200,931 | $1.01B | $66.54 | No quote |
| 7 | DD | Du Pont E I De Nemours & Co. | 5.71% | - | 9,390,689 | $757.92M | $80.71 | No quote |
| 8 | WEN | Wendys Co. | 4.56% | Reduce -12.3% | 39,035,921 | $605.45M | $15.51 | No quote |