Nelson Peltz Holdings Activity
Trian Fund Management Portfolio 13F
Trian Fund Management has disclosed a total of 3 changes to the portfolio in the latest (2023 Q2) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 2 position(s).
What stocks is Nelson Peltz buying now?
In the recent quarter Nelson Peltz has bought (DIS) WALT DISNEY CO/THE (added shares +8.59%).
What does Nelson Peltz invest in?
Nelson Peltz's top 5 holdings (by % of portfolio) are (JHG) JANUS HENDERSON GROUP PLC (22.38%), (FERG) FERGUSON PLC (22.27%), (DIS) WALT DISNEY CO/THE (14.78%), (IVZ) INVESCO LTD (14.7%) and (WEN) WENDY'S CO/THE (11.62%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.