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 | SYY | Sysco Corp. | 19.18% | - | 20,603,608 | $1.62B | $78.74 | |
| 2 | FERG | Ferguson Plc New | 18.68% | New | 13,212,239 | $1.58B | $119.59 | |
| 3 | PG | Procter and Gamble Co. | 14.23% | Reduce -9.6% | 8,884,877 | $1.2B | $135.43 | |
| 4 | CMCSA | Comcast Class A Ord | 12.71% | - | 19,857,892 | $1.07B | $54.11 | |
| 5 | IVZ | Invesco Ltd. | 11.30% | Add +0.0% | 36,741,539 | $955.28M | $26.00 | |
| 6 | MDLZ | Mondelez Intl Inc. | 6.49% | Reduce -23.4% | 9,383,698 | $549.23M | $58.53 | |
| 7 | WEN | Wendys Co. | 6.38% | - | 26,630,629 | $539.54M | $20.26 | |
| 8 | - | Janus Henderson Group plcCUSIP G4474Y904 | 6.03% | - | 16,366,612 | $509.82M | No quote | No quote |
| 9 | GE | General Electric Co. | 5.00% | Add +0.0% | 32,194,653 | $422.72M | $13.13 |