Nelson Peltz - Trian Fund Management Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to March 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)
+3.85B
+9,999%+
Winning Positions
+50.00%
12 wins / 24 positions
Average Gain (Winners)
$327.53M
+9,999%+ avg per position
Active Positions
7
9 losing positions
Portfolio Value Over Time
Total Positions Tracked
24
All holdings over time
Win/Loss Ratio
1.33
12 gains / 9 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 % |
|---|---|---|---|---|---|---|---|---|
| JHG | Janus Henderson | N/A | Dec 2021 | ACTIVE | $1.19M | $1.64B | $1.64B | +9,999%+ |
| GE | GE Aerospace | Industrials | Sep 2021 | ACTIVE | $414.76K | $1.14B | $1.14B | +9,999%+ |
| DIS | Walt Disney Company (The) | Communication Services | Dec 2022 | EXITED | $784.51K | $262.68M | $261.90M | +9,999%+ |
| SOLV | Solventum Corporation | Healthcare | Jun 2024 | ACTIVE | $283.47M | $537.86M | $254.39M | +89.74% |
| FERG | Ferguson | N/A | Mar 2021 | ACTIVE | $1.58M | $253.40M | $251.82M | +9,999%+ |
| WEN | Wendy's Company (The) | Consumer Cyclical | Jun 2013 | ACTIVE | $483.89K | $211.60M | $211.12M | +9,999%+ |
| SYY | Sysco Corporation | Consumer Defensive | Jun 2015 | EXITED | $368.88K | $99.32M | $98.95M | +9,999%+ |
| IVZ | Invesco | N/A | Sep 2020 | ACTIVE | $419.20K | $72.16M | $71.75M | +9,999%+ |
| PEP | Pepsico, Inc. | Consumer Defensive | Jun 2013 | EXITED | $1.00M | $1.83M | $826.59K | +82.37% |
| CMCSA | Comcast Corporation | Communication Services | Sep 2020 | EXITED | $722.96K | $1.01M | $283.21K | +39.17% |
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.