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 9 rows. Rows without a quote are marked unavailable.
| 1 | PG | Procter and Gamble Co. | 26.56% | Add +0.8% | 37,908,621 | $3.45B | $90.98 | No quote |
| 2 | SYY | Sysco Corp. | 18.49% | Add +1.2% | 44,492,524 | $2.4B | $53.95 | No quote |
| 3 | MDLZ | Mondelez Intl Inc. | 13.31% | Add +0.0% | 42,504,701 | $1.73B | $40.66 | No quote |
| 4 | GE | General Electric Co. | 13.20% | - | 70,851,055 | $1.71B | $24.18 | No quote |
| 5 | BK | Bank New York Mellon Corp. | 9.14% | Reduce -30.9% | 22,375,489 | $1.19B | $53.02 | No quote |
| 6 | PNR | Pentair PLC | 7.96% | - | 15,200,931 | $1.03B | $67.96 | No quote |
| 7 | DWDP | DowDuPont Inc. | 6.68% | New | 12,526,545 | $867.21M | No quote | No quote |
| 8 | WEN | Wendys Co. | 4.67% | - | 39,035,921 | $606.23M | $15.53 | No quote |
| 9 | DD | Du Pont E I De Nemours & Co. | - | Sold | 0 | $0 | No quote | No quote |