Nelson Peltz recent buys & sells (2023 Q2)
Trian Fund Management
Trian Fund Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $3.88B (+$129M)
- Previous value:
- $3.75B
- # of changes:
- 3
- New positions:
- 0
- Reported for:
- 30 Jun 2023 (Q2)
- Latest filing date:
- 15 Aug 2023
Trian Fund Management has disclosed a total of 3 changes to the portfolio in the (2023 Q2) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 2 position(s).
What stocks did Nelson Peltz buy in 2023 Q2?
During 2023 Q2 Nelson Peltz has bought (DIS) Walt Disney Company (added shares +8.59%).
3 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Walt Disney Company
|
+8.59%
|
+508,366
|
6,425,050
|
+1.17%
|
$89.28
|
+24.67%($111.30)
|
14.78%
|
2022 Q4
|
~0.75 years
|
|
|
|
The Wendys Co
|
-4.48%
|
-973,142
|
20,732,628
|
-0.56%
|
$21.75
|
-68.87%($6.77)
|
11.62%
|
2013 Q2*
|
> 10 years
|
|
|
|
Ferguson Plc
|
-6.30%
|
-369,300
|
5,494,700
|
-1.55%
|
$157.31
|
+45.63%($229.10)
|
22.27%
|
2021 Q1
|
~2.50 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".