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 8 rows. Rows without a quote are marked unavailable.
| 1 | PG | Procter and Gamble Co. | 29.47% | - | 37,908,621 | $3.48B | $91.88 | No quote |
| 2 | SYY | Sysco Corp. | 22.86% | Add +0.0% | 44,499,052 | $2.7B | $60.73 | No quote |
| 3 | MDLZ | Mondelez Intl Inc. | 15.39% | - | 42,504,701 | $1.82B | $42.80 | No quote |
| 4 | GE | General Electric Co. | 10.46% | - | 70,851,055 | $1.24B | $17.45 | No quote |
| 5 | PNR | Pentair PLC | 9.21% | Add +1.4% | 15,411,807 | $1.09B | $70.62 | No quote |
| 6 | BK | Bank New York Mellon Corp. | 7.19% | Reduce -29.5% | 15,776,432 | $849.72M | $53.86 | No quote |
| 7 | WEN | Wendys Co. | 5.42% | - | 39,035,921 | $640.97M | $16.42 | No quote |
| 8 | DWDP | DowDuPont Inc. | - | Sold | 0 | $0 | No quote | No quote |