Nelson Peltz Portfolio
Invests via Trian Fund Management | Managed by Nelson Peltz, Peter W. May, Joshua Frank, Matthew Peltz
Invests via Trian Fund Management
Managed by Nelson Peltz, Peter W. May, Joshua Frank, Matthew Peltz
Automatically Tracked
Nelson Peltz Profile
Investor and activist with a multi-decade track record driving corporate change through concentrated public equities and private deals. Nelson Peltz founded Trian Partners, mobilizing board campaigns at consumer and industrial companies to push cost discipline, portfolio simplification and shareholder returns. He has served on multiple large-cap boards, runs long-short and event-driven investment strategies, and leverages operational experience and a Wharton business education to influence capital allocation and strategic turnaround plans.
Investor and activist with a multi-decade track record driving corporate change through concentrated public equities and private deals. Nelson Peltz founded Trian Partners, mobilizing board campaigns at consumer and industrial companies to push cost discipline, portfolio simplification and shareholder returns. He has served on multiple large-cap boards, runs long-short and event-driven investment strategies, and leverages operational experience and a Wharton business education to influence capital allocation and strategic turnaround plans.
Investment Philosophy & Strategy
Pragmatic, results-oriented activist investing focused on concentrated public equity positions and opportunistic private deals to unlock undervalued enterprise value. Uses board engagement and governance influence to drive cost discipline, portfolio simplification, disciplined capital allocation, buybacks and M&A carve-outs. Combines event-driven timing with a multi-year operational lens—prioritizing margin expansion, working capital optimization and strategic repositioning—while running long-short sleeves to hedge market direction. Risk management centers on deep fundamental diligence, tight position sizing and catalytic timelines tied to board-level actions and measurable cash‑flow improvements.
Pragmatic, results-oriented activist investing focused on concentrated public equity positions and opportunistic private deals to unlock undervalued enterprise value. Uses board engagement and governance influence to drive cost discipline, portfolio simplification, disciplined capital allocation, buybacks and M&A carve-outs. Combines event-driven timing with a multi-year operational lens—prioritizing margin expansion, working capital optimization and strategic repositioning—while running long-short sleeves to hedge market direction. Risk management centers on deep fundamental diligence, tight position sizing and catalytic timelines tied to board-level actions and measurable cash‑flow improvements.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
66.31%
Gain -0.18%
Monthly
0.68%
Yearly
8.43%
Drawdown
24.43%
$4.1B
Equity
Holdings
$4.1B
Investment
$2.78B
$8.54B
Profit -$9.25M
Realized
$7.22B
Unrealized
$1.32B
Dividends
$3.12B
Goals
Avg. 55% completed goals
Yearly
Gain > 8% 2026
Yearly
Loss < 30% 2026
Today
Compared To Yesterday
Gain
-0.18%
Profit
-$9.25M
Win %
66%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$35.75M
Win %
66%
This Month
Compared to last month
Gain
-0.86%
Profit
-$35.75M
Win %
66%
This Year
Compared to last year
Gain
0.84%
Profit
$38.56M
Win %
66%
Events
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Dividends
Dividend Analysis
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| Trades 367 | Longs Won 255/367 69% | Profit Factor 6.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $82.54M |
| Average Win $39.91M | Best Trade (Jun 01) $896.06M | Sharpe Ratio -9.64 |
| Average Loss -$14.63M | Worst Trade (Sep 30) -$515.56M | Z-Score -3.72 (100%) |
| Commissions $0 | Avg. Trade Length 2y 12m 2d | Expectancy $23.27M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.2% | 5.38% |
| Consecutive Losing Trades | 281 | 253 | 224 | 196 | 168 | 140 | 112 | 84 | 56 | 28 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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