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 9 rows. Rows without a quote are marked unavailable.
| 1 | PG | Procter and Gamble Co. | 47.56% | Add +0.0% | 36,630,557 | $4.56B | $124.38 | No quote |
| 2 | SYY | Sysco Corp. | 19.62% | - | 23,671,603 | $1.88B | $79.40 | No quote |
| 3 | MDLZ | Mondelez Intl Inc. | 10.87% | Add +0.0% | 18,828,318 | $1.04B | $55.32 | No quote |
| 4 | GE | General Electric Co. | 5.99% | Add +0.0% | 64,226,906 | $574.19M | $8.94 | No quote |
| 5 | BK | Bank New York Mellon Corp. | 5.74% | Reduce -3.7% | 12,154,366 | $549.5M | $45.21 | No quote |
| 6 | WEN | Wendys Co. | 5.55% | Reduce -7.0% | 26,630,629 | $532.08M | $19.98 | No quote |
| 7 | NVT | nVent Electric Plc | 3.12% | - | 13,551,961 | $298.69M | $22.04 | No quote |
| 8 | LM | Legg Mason Inc. | 1.55% | Add +0.1% | 3,881,704 | $148.24M | No quote | No quote |
| 9 | PPG | PPG Inds Inc. | - | Sold | 0 | $0 | No quote | No quote |