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 | FERG | Ferguson Plc New | 22.05% | Reduce -3.0% | 12,728,931 | $1.77B | $139.35 | |
| 2 | CMCSA | Comcast Corp. New | 13.90% | Reduce -3.9% | 19,991,416 | $1.12B | $55.93 | |
| 3 | SYY | Sysco Corp. | 13.06% | Reduce -25.1% | 13,382,626 | $1.05B | $78.50 | |
| 4 | - | Janus Henderson Group plcCUSIP G4474Y904 | 12.18% | Add +11.7% | 23,702,312 | $979.62M | No quote | No quote |
| 5 | IVZ | Invesco Ltd. | 11.88% | - | 36,755,775 | $955.65M | $26.00 | |
| 6 | PG | Procter and Gamble Co. | 9.16% | Reduce -9.0% | 5,269,523 | $736.68M | $139.80 | |
| 7 | WEN | Wendys Co. | 6.83% | Reduce -4.9% | 25,333,339 | $549.23M | $21.68 | |
| 8 | MDLZ | Mondelez Intl Inc. | 5.78% | Reduce -7.4% | 7,997,848 | $465.32M | $58.18 | |
| 9 | GE | General Electric Co. | 5.16% | Add +0.0%1:8 reverse | 4,025,628 | $414.76M | $103.03 |