Nelson Peltz
Trian Fund Management
Trian Fund Management Portfolio Changes
Nelson Peltz Recent Buys & Sells (2015 Q3)
- Portfolio value:
- $11.72B~ (+$1B~)
- Previous value:
- $10.35B~
- # of changes:
- 10
- New positions:
- 1
- Reported for:
- 30 Sep 2015 (Q3)
- Latest filing date:
- 13 Nov 2015
Trian Fund Management has disclosed a total of 10 changes to the portfolio in the (2015 Q3) SEC report(s): increased the number of shares of 6, bought 1 totally new, decreased the number of shares of 2 and completely sold out 1 position(s).
What stocks did Nelson Peltz buy in 2015 Q3?
During 2015 Q3 Nelson Peltz has bought 7 securities out of which top 5 purchases (by % change to portfolio) were (GE) GE Aerospace (added shares +82.51%), (MDLZ) Mondelez International Inc (reduced shares 0.00%), (SYY) Sysco Corp (added shares +305.28%), (DD-OLD2) EIDP INC (added shares +5.04%) and (BNY) The Bank of New York Mellon Corp (added shares +0.01%).
10 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Chemours Co
|
new
|
$6.47
|
+132.15%($15.02)
|
0.27%
|
2015 Q3
|
~0.25 years
|
||||
|
|
Sysco Corp
|
+305.28%
|
$38.97
|
+111.96%($82.60)
|
13.78%
|
2015 Q2
|
~0.50 years
|
||||
|
|
Pentair PLC
|
+91.57%
|
$51.04
|
+20.00%($61.25)
|
5.67%
|
2015 Q2
|
~0.50 years
|
||||
|
|
GE Aerospace
|
+82.51%
|
$201.76
|
+64.05%($331.00)
|
19.50%
|
2015 Q2
|
~0.50 years
|
||||
|
|
EIDP INC
|
+5.04%
|
$48.20
|
|
10.62%
|
2013 Q2*
|
> 2 years
|
||||
|
|
The Bank of New York Mellon Corp
|
+0.01%
|
$39.15
|
+309.12%($160.17)
|
10.10%
|
2014 Q1
|
~1.75 years
|
||||
|
|
Mondelez International Inc
|
+0.00%
|
$41.87
|
+48.01%($61.97)
|
17.16%
|
2013 Q2*
|
> 2 years
|
||||
|
|
The Wendys Co
|
-24.49%
|
$8.65
|
-3.18%($8.38)
|
3.01%
|
2013 Q2*
|
> 2 years
|
||||
|
|
INGERSOLL-RAND PLC
|
-61.10%
|
$50.77
|
+766.40%($439.87)
|
1.23%
|
2013 Q2*
|
> 2 years
|
||||
|
|
FAMILY DOLLAR STORES LLC
|
-100%
|
$78.83
|
|
0.00%
|
2013 Q2*
|
> 2 years
|
||||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".