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 8 of 9 rows. Rows without a quote are marked unavailable.
| 1 | PG | Procter and Gamble Co. | 42.39% | Reduce -0.2% | 36,630,543 | $4.02B | $109.65 | No quote |
| 2 | SYY | Sysco Corp. | 17.67% | Add +2.1% | 23,671,603 | $1.67B | $70.72 | No quote |
| 3 | MDLZ | Mondelez Intl Inc. | 10.71% | Add +0.0% | 18,828,276 | $1.01B | $53.90 | No quote |
| 4 | GE | General Electric Co. | 7.12% | Reduce -9.4% | 64,217,283 | $674.28M | $10.50 | No quote |
| 5 | WEN | Wendys Co. | 5.92% | - | 28,630,629 | $560.59M | $19.58 | No quote |
| 6 | BK | Bank New York Mellon Corp. | 5.88% | Reduce -4.7% | 12,621,581 | $557.24M | $44.15 | No quote |
| 7 | PPG | PPG Inds Inc. | 5.20% | Reduce -29.4% | 4,224,826 | $493.08M | $116.71 | No quote |
| 8 | NVT | nVent Electric Plc | 3.55% | Reduce -22.9% | 13,551,961 | $335.95M | $24.79 | No quote |
| 9 | LM | Legg Mason Inc. | 1.57% | New | 3,877,774 | $148.44M | No quote | No quote |