Nelson Peltz - Trian Fund Management Portfolio Performance Analysis (Q2 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to June 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+4.22B
+9,999%+
Winning Positions
+54.17%
13 wins / 24 positions
Average Gain (Winners)
$322.39M
+9,999%+ avg per position
Active Positions
7
8 losing positions
Portfolio Value Over Time
Total Positions Tracked
24
All holdings over time
Win/Loss Ratio
1.62
13 gains / 8 losses
Active vs. Exited
7 / 17
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| GE | GE Aerospace | Industrials | Sep 2021 | ACTIVE | $414.76K | $1.51B | $1.51B | +9,999%+ |
| JHG | Janus Henderson | N/A | Dec 2021 | ACTIVE | $1.19M | $1.33B | $1.33B | +9,999%+ |
| SOLV | Solventum Corporation | Healthcare | Jun 2024 | ACTIVE | $283.47M | $635.47M | $352.00M | +124.18% |
| DIS | Walt Disney Company (The) | Communication Services | Dec 2022 | EXITED | $784.51K | $262.68M | $261.90M | +9,999%+ |
| FERG | Ferguson | N/A | Mar 2021 | ACTIVE | $1.58M | $257.83M | $256.25M | +9,999%+ |
| WEN | Wendy's Company (The) | Consumer Cyclical | Jun 2013 | ACTIVE | $483.89K | $252.58M | $252.10M | +9,999%+ |
| SYY | Sysco Corporation | Consumer Defensive | Jun 2015 | EXITED | $368.88K | $99.32M | $98.95M | +9,999%+ |
| GEHC | GE HealthCare Technologies Inc. | Healthcare | Mar 2023 | ACTIVE | $110.15M | $197.49M | $87.34M | +79.29% |
| IVZ | Invesco | N/A | Sep 2020 | ACTIVE | $419.20K | $42.90M | $42.48M | +9,999%+ |
| PEP | Pepsico, Inc. | Consumer Defensive | Jun 2013 | EXITED | $1.00M | $1.83M | $826.59K | +82.37% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.