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 8 rows. Rows without a quote are marked unavailable.
| 1 | PG | Procter and Gamble Co. | 42.34% | Reduce -12.2% | 32,154,627 | $4.02B | $124.90 | No quote |
| 2 | SYY | Sysco Corp. | 21.35% | Add +0.0% | 23,676,143 | $2.03B | $85.54 | No quote |
| 3 | MDLZ | Mondelez Intl Inc. | 10.93% | Add +0.0% | 18,828,365 | $1.04B | $55.08 | No quote |
| 4 | GE | General Electric Co. | 7.56% | Add +0.0% | 64,226,941 | $716.77M | $11.16 | No quote |
| 5 | BK | Bank New York Mellon Corp. | 6.45% | - | 12,154,366 | $611.73M | $50.33 | No quote |
| 6 | WEN | Wendys Co. | 6.24% | - | 26,630,629 | $591.47M | $22.21 | No quote |
| 7 | NVT | nVent Electric Plc | 3.65% | - | 13,551,961 | $346.66M | $25.58 | No quote |
| 8 | LM | Legg Mason Inc. | 1.47% | - | 3,881,704 | $139.39M | No quote | No quote |