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 2026-05-07 from SEC 13F data.
Live quotes available for 7 of 7 rows. Rows without a quote are marked unavailable.
| 1 | JHG | Janus Henderson Group plc | 38.05% | - | 31,867,800 | $1.52B | $47.57 | |
| 2 | GE | GE Aerospace | 31.16% | Add +0.0% | 4,030,765 | $1.24B | $308.03 | |
| 3 | SOLV | Solventum Corporation | 16.38% | Reduce -2.7% | 8,236,753 | $652.68M | $79.24 | |
| 4 | WEN | Wendys Co. | 6.36% | Add +0.0% | 30,440,318 | $253.57M | $8.33 | |
| 5 | FERG | Ferguson Plc New | 6.07% | - | 1,086,357 | $241.86M | $222.63 | |
| 6 | IVZ | Invesco Ltd. | 1.96% | Reduce -79.7% | 2,970,944 | $78.05M | $26.27 | |
| 7 | GEHC | GE HealthCare Technologies Inc. | 0.01% | Add +0.4% | 4,044 | $331.69K | $82.02 |