Nelson Peltz

Founder, Trian Fund Management

ActivistAUM $3.86BPositions 8Q1 2026

🏆 Clone Portfolio Track Record

Rank #42 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 →

Analyst Take · Q1 2026

AI

Trian's $3.9B book is fully committed to three campaigns: JHG (42.4%), GE (29.6%) and SOLV (13.9%) — all unchanged this quarter. No new positions, no exits. At this concentration the 13F is a campaign scoreboard, not a portfolio to copy.

Generated quarterly from the filing data itself — holdings, changes, sector mix and clone-performance rank. Not investment advice.

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.