Nelson Peltz recent buys & sells (2024 Q2)
Trian Fund Management
Trian Fund Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $4.10B (-$4B)
- Previous value:
- $8.02B
- # of changes:
- 10
- New positions:
- 4
- Reported for:
- 30 Jun 2024 (Q2)
- Latest filing date:
- 14 Aug 2024
Trian Fund Management has disclosed a total of 10 changes to the portfolio in the (2024 Q2) SEC report(s): increased the number of shares of 1, bought 4 totally new, decreased the number of shares of 4 and completely sold out 1 position(s).
What stocks did Nelson Peltz buy in 2024 Q2?
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Rentokil Initial PLC
|
new
|
+470,000
|
470,000
|
+0.34%
|
$29.65
|
-30.00%($20.76)
|
0.34%
|
2024 Q2
|
~0.25 years
|
|
|
|
U-Haul Holding Company
|
new
|
+389,700
|
389,700
|
+0.59%
|
$61.73
|
-5.95%($58.06)
|
0.59%
|
2024 Q2
|
~0.25 years
|
|
|
|
U-Haul Holding Company
|
new
|
+909,300
|
909,300
|
+1.33%
|
$60.02
|
-13.65%($51.83)
|
1.33%
|
2024 Q2
|
~0.25 years
|
|
|
|
Solventum Corp
|
new
|
+5,360,579
|
5,360,579
|
+6.91%
|
$52.88
|
+65.86%($87.70)
|
6.91%
|
2024 Q2
|
~0.25 years
|
|
|
|
The Wendys Co
|
+0.13%
|
+40,718
|
31,507,868
|
+0.02%
|
$16.96
|
-60.08%($6.77)
|
13.03%
|
2013 Q2*
|
> 11 years
|
|
|
|
THE ALLSTATE CORP
|
-10.00%
|
-223,761
|
2,013,508
|
-0.45%
|
$159.66
|
|
7.84%
|
2023 Q3
|
~1.00 year
|
|
|
|
INVESCO LTD
|
-19.79%
|
-6,716,362
|
27,223,734
|
-1.25%
|
$14.96
|
+89.20%($28.30)
|
9.93%
|
2020 Q2
|
~4.25 years
|
|
|
|
Ferguson Plc
|
-21.65%
|
-539,824
|
1,953,863
|
-1.3%
|
$193.65
|
+18.30%($229.10)
|
9.23%
|
2021 Q1
|
~3.50 years
|
|
|
|
Walt Disney Company
|
-91.82%
|
-29,692,273
|
2,645,583
|
-36.75%
|
$99.29
|
+12.10%($111.30)
|
6.41%
|
2022 Q4
|
~1.75 years
|
|
|
|
Sysco Corp
|
-100%
|
-1,223,500
|
0
|
-1.24%
|
$81.18
|
+1.39%($82.31)
|
0.00%
|
2023 Q3
|
~0.75 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".