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 2026-05-11 from SEC 13F data.
Live quotes available for 8 of 9 rows. Rows without a quote are marked unavailable.
| 1 | JHG | Janus Henderson Group plc | 22.63% | - | 31,867,800 | $848.96M | $26.64 | |
| 2 | FERG | Ferguson Plc New | 20.91% | Reduce -47.7% | 5,864,000 | $784.31M | $133.75 | |
| 3 | DIS | The Walt Disney Company | 15.79% | Reduce -34.5% | 5,916,684 | $592.44M | $100.13 | |
| 4 | IVZ | Invesco Ltd. | 14.84% | Reduce -39.1% | 33,940,096 | $556.62M | $16.40 | |
| 5 | WEN | Wendys Co. | 12.60% | Reduce -14.3% | 21,705,770 | $472.75M | $21.78 | |
| 6 | GE | General Electric Co. | 10.27% | Reduce -21.9%1.281:1 split | 4,028,998 | $385.17M | $95.60 | |
| 7 | GEHC | GE HealthCare Technologies Inc. | 2.94% | New | 1,342,830 | $110.15M | $82.03 | |
| 8 | MDLZ | Mondelez Intl Inc. | 0.03% | Add +1.8% | 16,530 | $1.15M | $69.72 | |
| 9 | SYY | Sysco Corp. | - | Sold | 0 | $0 | No quote | No quote |