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SmartMoneyDB

Real-time insider trading signals and institutional investor tracking powered by SEC Form 4 and 13F filings.

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Main Features

Insider Signals
Stock Research
Fund Holdings
Sector Allocation
Research & Backtests
Top Managers

13F Data & Legal

Largest Trades (13F)
Activity (13F)
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Data delayed up to 45 days from quarter end.

AI Analysis

Analyst Take

Major fund pages carry a quarterly AI-written analysis of the filing — key moves, concentration, sector tilts and how the clone portfolio has performed.

Not investment advice. Past holdings do not predict future returns.

Nelson Peltz Portfolio (Q2 2026) & 13F Holdings

Nelson Peltz

Founder, Trian Fund Management

ActivistAUM $4.23BPositions 8Q2 2026

Current clone valuation is unavailable; this fund is temporarily excluded from rankings. Any chart shown below is the last published snapshot, not recomputed in this refresh. Its historical calculation may use an earlier method.JHG: current holding price is missing or stale (2026-07-02); NAV not published

Clone performance through 2026-07-31. Update overdue — these are historical results, not current market conditions.

Nelson Peltz co-founded Trian Partners in 2005, pioneering 'operational activism' — taking large stakes in iconic consumer and industrial brands (P&G, Disney, Heinz, Wendy's) and pushing board-level change. Trian runs one of the most concentrated activist books in the market.