Nelson Peltz - Trian Fund Management
Superinvestor profile · Rank #103 by reported 13F value (2026 Q2 filers) · CIK 0001345471 · All profiles
Founded 2005New York City, New York, U.S.Activist investing, constructive engagementKey person: Nelson Peltz
Reported 13F value
$4.2B
Period 2026-06-30 · Filed 2026-08-12
Positions
8
Top 10 = 100.0% of value
Clone CAGR (full window)
+6.7%
2016-11-14 → 2026-10-02 · cumulative +90%
SPY CAGR (same window)
+15.5%
Cumulative +316%
Max drawdown (monthly)
-27%
Month-end values, approximate
Latest-quarter activity
0 new · 0 exited
2 increased · 2 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-14 → 2026-10-02, 40 filings) | +6.71% | Cumulative +89.9% vs SPY +316.1% |
| Trailing 10Y | — | |
| Trailing 5Y | +4.75% | |
| Trailing 3Y | +11.89% | |
| Trailing 1Y | +4.60% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| GE | Ge Aerospace | 35.61% | $1.5B |
| Janus Henderson Group Plc | 31.53% | $1.3B | |
| SOLV | Solventum Corporation | 15.02% | $635M |
| FERG | Ferguson Plc New | 6.09% | $258M |
| WEN | Wendys Co. | 5.97% | $253M |
| GEHC | Ge Healthcare Technologies Inc. | 4.67% | $197M |
| IVZ | Invesco Ltd. | 1.01% | $43M |
| MICC | Magnum Ice Cream Co Nv | 0.10% | $4M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-12). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 61.4% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://en.wikipedia.org/wiki/Trian_Partners — Trian Fund Management, L.P. (Trian Partners) was founded in 2005 by Nelson Peltz, Peter W. May and Ed Garden and is headquartered in New York City. Known for activist campaigns at large consumer, industrial and financial companies.