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 10 rows. Rows without a quote are marked unavailable.
| 1 | SYY | Sysco Corp. | 25.07% | - | 24,379,843 | $1.52B | $62.22 | |
| 2 | PG | Procter and Gamble Co. | 23.26% | Reduce -6.4% | 10,128,875 | $1.41B | $138.99 | |
| 3 | CMCSA | Comcast Class A Ord | 11.95% | Add +118.3% | 15,628,146 | $722.96M | $46.26 | |
| 4 | MDLZ | Mondelez Intl Inc. | 11.62% | Reduce -22.8% | 12,241,559 | $703.28M | $57.45 | |
| 5 | WEN | Wendys Co. | 9.81% | - | 26,630,629 | $593.86M | $22.30 | |
| 6 | IVZ | Invesco Ltd. | 6.93% | New | 36,739,343 | $419.2M | $11.41 | |
| 7 | - | Janus Henderson Group plcCUSIP G4474Y904 | 6.34% | New | 17,666,612 | $383.72M | No quote | No quote |
| 8 | GE | General Electric Co. | 3.31% | Reduce -45.8% | 32,183,233 | $200.5M | $6.23 | |
| 9 | NVT | nVent Electric Plc | 1.70% | Reduce -53.0% | 5,827,483 | $103.09M | $17.69 | |
| 10 | BK | Bank New York Mellon Corp. | - | Sold | 0 | $0 | No quote | No quote |