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 | FERG | Ferguson Plc New | 29.23% | - | 11,218,181 | $1.42B | $126.97 | |
| 2 | IVZ | Invesco Ltd. | 20.58% | - | 55,758,634 | $1B | $17.99 | |
| 3 | DIS | The Walt Disney Company | 16.10% | New | 9,029,800 | $784.51M | $86.88 | |
| 4 | JHG | Janus Henderson Group plc | 15.38% | - | 31,867,800 | $749.53M | $23.52 | |
| 5 | WEN | Wendys Co. | 11.76% | - | 25,333,339 | $573.29M | $22.63 | |
| 6 | GE | General Electric Co. | 6.93% | Add +0.0% | 4,028,491 | $337.55M | $83.79 | |
| 7 | MDLZ | Mondelez Intl Inc. | 0.02% | - | 16,239 | $1.08M | $66.38 | |
| 8 | SYY | Sysco Corp. | 0.01% | Reduce -99.9% | 4,540 | $347K | $76.43 | |
| 9 | PG | Procter and Gamble Co. | - | Sold | 0 | $0 | No quote | No quote |