Trian Fund Management (Nelson Peltz)

Trian Fund Management (Nelson Peltz) has filed 13F reports from Q2 2013 through Q4 2025. The portfolio has returned 10.6% annualized over five years, with 23.1% volatility and a maximum drawdown of 57.1%. Across all filing periods, 5.9% included restatements and 9.8% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.