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:
17.28%
Gain
Monthly
0.73%
Yearly
9.13%
Drawdown
26.64%
$4.06B
Equity
Holdings
$4.06B
Investment
$2.5B
$8.88B
Profit +$28.58M
Realized
$7.32B
Unrealized
$1.56B
Dividends
$2.89B
Goals
Avg. 100% completed goals
Yearly
Gain > 8% 2026
Yearly
Loss < 30% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$28.58M
Win %
63%
This Week
Compared To Last Week
Gain
-0.89%
Profit
-$36.27M
Win %
63%
This Month
Compared to last month
Gain
-1.17%
Profit
-$48.17M
Win %
63%
This Year
Compared to last year
Gain
12.38%
Profit
$447.07M
Win %
63%
IVZ Invesco Ltd.
+4.86%
+$4.14M 
SOLV Solventum Corporation
+2.79%
+$17.54M 
GEHC GE HealthCare Technologies Inc.
+2.51%
+$6,257.28 
MICC The Magnum Ice Cream Company N.V.
+1.78%
+$79,543.86 
WEN The Wendy's Company
+0.54%
+$1.22M 
GE General Electric Company
+0.4%
+$5.64M 
JHG Janus Henderson Group plc
0%
$0 
GSM Ferroglobe PLC
-1.6%
-$59,749.64 Events
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Dividends
Dividend Analysis
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| Trades 367 | Longs Won 259/367 70% | Profit Factor 8.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $87.49M |
| Average Win $38.58M | Best Trade (Jul 10) $1.19B | Sharpe Ratio -89.62 |
| Average Loss -$10.29M | Worst Trade (Sep 30) -$304.8M | Z-Score -5.28 (100%) |
| Commissions $0 | Avg. Trade Length 3y 1d | Expectancy $24.2M |
| 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% | 0.35% | 6.9% |
| Consecutive Losing Trades | 394 | 355 | 315 | 276 | 237 | 197 | 158 | 118 | 79 | 39 |
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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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