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 | PG | Procter and Gamble Co. | 30.32% | - | 37,908,621 | $3.01B | $79.28 | No quote |
| 2 | SYY | Sysco Corp. | 27.12% | Add +0.8% | 44,840,642 | $2.69B | $59.96 | No quote |
| 3 | PNR | Pentair PLC | 10.59% | Reduce 0.0% | 15,411,582 | $1.05B | $68.13 | No quote |
| 4 | GE | General Electric Co. | 9.63% | Add +0.0% | 70,853,818 | $955.11M | $13.48 | No quote |
| 5 | BK | Bank New York Mellon Corp. | 8.39% | Add +2.3% | 16,136,596 | $831.52M | $51.53 | No quote |
| 6 | MDLZ | Mondelez Intl Inc. | 7.92% | Reduce -55.7% | 18,820,060 | $785.36M | $41.73 | No quote |
| 7 | WEN | Wendys Co. | 6.03% | Reduce -12.8% | 34,035,921 | $597.33M | $17.55 | No quote |