Copy portfolio · 13F
‹ PortfoliosTrian (13F)
Nelson Peltz. Mirrors the latest 13F: long U.S. stock positions weighted by reported market value.
Return over
+0.0%
SPY +0.3% Live
1D
+0.0%
Live
1W
+1.0%
Look-back
1M
-0.6%
Look-back
3M
-2.9%
Look-back
YTD
+0.7%
Look-back
1Y
+3.3%
Look-back
Incep.
+0.0%
Live
"Live" counts from inception; "look-back" holds today's weights over the period (hypothetical).
Inception 2026-10-19Prices as of 2026-10-207 holdings
Filing: 13F-HR filed 2026-08-12 for quarter ending 2026-06-30. 13F data is delayed up to 45 days after quarter-end and shows long U.S. stock positions only (options and shorts are excluded). 1 position (31.5% of reported value) had no price history and is left out; the rest are reweighted.
Live since inception vs SPY
Live record started 2026-10-19; periods longer than the live record use the look-back above.
PortfolioSPY
Look-back Backtested
Hypothetical: today's weights held unchanged over each past period. Not the portfolio's actual history.
Today's weights, held 1YSPY
If you had copied on filing dates Backtested
Buy each quarter's reported holdings at the close on the day the 13F was filed (not quarter-end), hold until the next filing. Before costs.
| Since | Copy | SPY |
|---|---|---|
| 2024-11-13 | +19.2% | +31.3% |
| 2025-02-14 | +17.6% | +28.2% |
| 2025-05-15 | +24.5% | +32.0% |
| 2025-08-14 | +12.1% | +20.5% |
| 2025-11-14 | +6.4% | +15.3% |
| 2026-02-17 | +3.5% | +13.1% |
| 2026-05-15 | +8.0% | +4.2% |
| 2026-08-12 | -10.5% | -0.5% |
Holdings
GE GE Aerospace
52.0%
-0.8% today
Industrials · $311.28 · 1M -0.8% · 1Y +4.3% · stock page →
SOLV Solventum
21.9%
-2.3% today
Health Care · $85.81 · 1M -3.4% · 1Y +20.1% · stock page →
FERG Ferguson Enterprises
8.9%
-2.3% today
Industrials · $226.36 · 1M +5.6% · 1Y -3.0% · stock page →
WEN The Wendy's Company
8.7%
-0.3% today
Consumer Discretionary · $6.68 · 1M -0.9% · 1Y -20.0% · stock page →
GEHC GE HealthCare
6.8%
+0.3% today
Health Care · $69.76 · 1M +8.8% · 1Y -5.6% · stock page →
IVZ Invesco
1.5%
+0.3% today
Financials · $28.29 · 1M -7.3% · 1Y +28.1% · stock page →
MICC The Magnum Ice Cream Company N.
0.1%
+0.1% today
Consumer Defensive · $18.80 · 1M -0.9% · 1Y – · stock page →
Changes vs prior quarter
GEHC Ge Healthcare Technologies Inc.Added+76194%IVZ Invesco Ltd.Trimmed-45%Copy this portfolio
Get a share-by-share shopping list for your own account, or check how your holdings compare.
coteau
Coteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.