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 9 of 9 rows. Rows without a quote are marked unavailable.
| 1 | PG | Procter and Gamble Co. | 30.52% | - | 37,908,621 | $3.16B | $83.23 | No quote |
| 2 | SYY | Sysco Corp. | 26.68% | Reduce -11.5% | 37,656,693 | $2.76B | $73.25 | No quote |
| 3 | BK | Bank New York Mellon Corp. | 7.96% | - | 16,138,942 | $822.93M | $50.99 | No quote |
| 4 | MDLZ | Mondelez Intl Inc. | 7.82% | Add +0.0% | 18,824,773 | $808.71M | $42.96 | No quote |
| 5 | GE | General Electric Co. | 7.74% | Add +0.0% | 70,865,214 | $800.07M | $11.29 | No quote |
| 6 | WEN | Wendys Co. | 5.24% | - | 31,630,629 | $542.15M | $17.14 | No quote |
| 7 | PNR | Pentair PLC | 5.05% | Reduce -12.4% | 12,036,582 | $521.79M | $43.35 | No quote |
| 8 | NVT | nVent Electric Plc | 4.61% | - | 17,562,998 | $477.01M | $27.16 | No quote |
| 9 | PPG | PPG Inds Inc. | 4.37% | New | 4,143,262 | $452.15M | $109.13 | No quote |