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:
64.73%
Gain -3.26%
Monthly
0.88%
Yearly
11.15%
Drawdown
26.64%
$3.95B
Equity
Holdings
$3.95B
Investment
$2.4B
$8.92B
Profit -$216.4M
Realized
$7.37B
Unrealized
$1.54B
Dividends
$2.83B
Goals
Avg. 66.67% completed goals
Yearly
Gain > 8% 2026
Yearly
Loss < 30% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-3.26%
Profit
-$216.4M
Win %
64%
This Week
Compared To Last Week
Gain
-5.2%
Profit
-$216.4M
Win %
64%
This Month
Compared to last month
Gain
-5.2%
Profit
-$216.4M
Win %
64%
This Year
Compared to last year
Gain
-0.04%
Profit
-$1.64M
Win %
67%
Events
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Dividends
Dividend Analysis
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| Trades 371 | Longs Won 265/371 71% | Profit Factor 8.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $83.49M |
| Average Win $37.88M | Best Trade (Aug 13) $1.21B | Sharpe Ratio -12.05 |
| Average Loss -$10.59M | Worst Trade (Sep 30) -$304.8M | Z-Score -5.34 (100%) |
| Commissions $0 | Avg. Trade Length 3y 2d | Expectancy $24.03M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.25% | 5.87% |
| Consecutive Losing Trades | 373 | 335 | 298 | 261 | 224 | 186 | 149 | 112 | 75 | 37 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 GE General Electric Company | 4.03M | $258.86M | $1.47B | - | $1.21B | 468.86% | -0.742% |
 GEHC GE HealthCare Technologies Inc. | 3.09M | $197.57M | $223.01M | - | $25.44M | 12.88% | -0.646% |
 GSM Ferroglobe PLC | 1.09M | $6.28M | $4.83M | - | -$1.44M | -22.98% | -2.626% |
 IVZ Invesco Ltd. | 1.63M | $26.22M | $51.27M | - | $25.05M | 95.54% | +0.574% |
 JHG Janus Henderson Group plc | 25.65M | $1.05B | $1.33B | - | $281.68M | 26.8% | -0.038% |
 MICC The Magnum Ice Cream Company N.V. | 241,042 | $3.6M | $3.6M | - | - | - | 0.0 |
 SOLV Solventum Corporation | 8.24M | $482.91M | $702.51M | - | $219.6M | 45.48% | +1.415% |
 WEN The Wendy's Company | 30.47M | $376.4M | $263.86M | - | -$112.54M | -29.9% | +14.702% |
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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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FAQ
Which stocks have generated the highest profits for Nelson Peltz?
The largest contributions to the portfolio's profits come from the following stocks: Procter & Gamble Co - $1.87B, Sysco Corporation - $1.84B, Mondelez International, Inc - $1.08B, The Wendy's Company - $791.14M, and The Walt Disney Company - $608.37M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: nVent Electric plc - $75.49M, United States Oil Fund, LP - $9.45M, U-Haul Holding Company - $8.33M, CoreLogic Inc-United States - $8.13M, and Chemours Co - $5.27M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nelson Peltz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.83B earned over time. The largest contributors to dividend income include General Electric Company - $880.43M, Procter & Gamble Co - $389.04M, Sysco Corporation - $316.05M, Mondelez International, Inc - $216.96M, and The Wendy's Company - $213.89M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nelson Peltz's monthly returns?
Nelson Peltz's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Nelson Peltz's strategy be considered aggressive or moderate?
Nelson Peltz's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Nelson Peltz's strategy?
Nelson Peltz's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
