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.
Get email alerts when Nelson Peltz files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 8 of 9 rows. Rows without a quote are marked unavailable.
| 1 | PG | Procter and Gamble Co. | 40.87% | Reduce -3.2% | 36,702,028 | $3.82B | $104.05 | No quote |
| 2 | SYY | Sysco Corp. | 16.56% | Reduce -18.1% | 23,182,037 | $1.55B | $66.76 | No quote |
| 3 | MDLZ | Mondelez Intl Inc. | 10.06% | Add +0.0% | 18,824,870 | $939.74M | $49.92 | No quote |
| 4 | GE | General Electric Co. | 7.58% | Add +0.0% | 70,872,160 | $708.01M | $9.99 | No quote |
| 5 | PPG | PPG Inds Inc. | 7.23% | Reduce -14.7% | 5,982,630 | $675.26M | $112.87 | No quote |
| 6 | BK | Bank New York Mellon Corp. | 7.15% | Reduce -18.0% | 13,240,187 | $667.7M | $50.43 | No quote |
| 7 | WEN | Wendys Co. | 5.48% | Reduce -9.5% | 28,630,629 | $512.2M | $17.89 | No quote |
| 8 | NVT | nVent Electric Plc | 5.07% | Add +0.0% | 17,568,773 | $474.01M | $26.98 | No quote |
| 9 | PNR | Pentair PLC | - | Sold | 0 | $0 | No quote | No quote |