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 2026-09-12 from SEC 13F data.
Live quotes available for 8 of 9 rows. Rows without a quote are marked unavailable.
| 1 | SYY | Sysco Corp. | 27.62% | Add +3.0% | 24,379,843 | $1.33B | $54.66 | |
| 2 | PG | Procter and Gamble Co. | 26.83% | Reduce -65.1% | 10,825,852 | $1.29B | $119.57 | |
| 3 | MDLZ | Mondelez Intl Inc. | 16.80% | Add +0.0% | 15,848,921 | $810.36M | $51.13 | |
| 4 | WEN | Wendys Co. | 12.02% | - | 26,630,629 | $580.02M | $21.78 | |
| 5 | GE | General Electric Co. | 8.40% | Reduce -7.6% | 59,332,322 | $405.24M | $6.83 | |
| 6 | NVT | nVent Electric Plc | 4.81% | Reduce -8.6% | 12,391,442 | $232.09M | $18.73 | |
| 7 | BK | Bank New York Mellon Corp. | 3.51% | Reduce -54.8% | 4,383,286 | $169.41M | $38.65 | |
| 8 | CMCSA | Comcast Corp New | 0.01% | New | 7,159,000 | $279.06K | $0.04 | |
| 9 | LM | Legg Mason Inc. | - | Sold | 0 | $0 | No quote | No quote |