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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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Insider Signals
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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 13F Holdings | TRIAN FUND MANAGEMENT, L.P. Portfolio Q2 2026

Nelson Peltz

Founder, Trian Fund Management

ActivistAUM $4.23BPositions 8Q2 2026

🏆 Clone Portfolio Track Record

Rank #45 of 69 by 3-year alpha vs SPY · mechanically replicating this book, rebalanced at filing dates

A strong clone record is a track record, not a forecast — tested across a decade it doesn't reliably repeat. See what actually holds up →

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.