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 8 rows. Rows without a quote are marked unavailable.
| 1 | FERG | Ferguson Plc New | 31.21% | Add +12.5% | 12,826,611 | $1.42B | $110.71 | |
| 2 | IVZ | Invesco Ltd. | 19.77% | Add +3.2% | 55,758,634 | $899.39M | $16.13 | |
| 3 | JHG | Janus Henderson Group plc | 16.47% | - | 31,867,800 | $749.21M | $23.51 | |
| 4 | SYY | Sysco Corp. | 16.37% | Reduce -23.6% | 8,793,157 | $744.87M | $84.71 | |
| 5 | WEN | Wendys Co. | 10.51% | - | 25,333,339 | $478.29M | $18.88 | |
| 6 | GE | General Electric Co. | 5.63% | Add +0.0% | 4,026,615 | $256.38M | $63.67 | |
| 7 | MDLZ | Mondelez Intl Inc. | 0.02% | Reduce -96.4% | 16,239 | $1.01M | $62.07 | |
| 8 | PG | Procter and Gamble Co. | 0.02% | - | 5,457 | $785K | $143.85 |