Nelson Peltz
Trian Fund Management
Trian Fund Management Portfolio 13F
Nelson Peltz Holdings Activity
- Portfolio value:
- $5.08B≈
- # of changes:
- 12
- New positions:
- 12
- Reported for:
- 30 Jun 2013 (Q2)
- Latest filing date:
- 14 Aug 2013
Trian Fund Management has disclosed a total of 12 changes to the portfolio in the (2013 Q2) SEC report(s): bought 12 totally new position(s).
What stocks did Nelson Peltz buy in 2013 Q2?
Warning: SEC insider reports detected for Trian Fund Management (real-time trades and ownership disclosures)
6 transactions as of 3 weeks ago
12 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
The Wendys Co
|
new or own*
|
$5.83
|
+22.04%($7.12)
|
9.53%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
Tiffany & Co
|
new or own*
|
$72.86
|
|
0.02%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
FAMILY DOLLAR STORES LLC
|
new or own*
|
$62.31
|
|
10.26%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
Legg Mason Inc
|
new or own*
|
$31.01
|
|
7.87%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
State Street Corp
|
new or own*
|
$65.21
|
+184.10%($185.26)
|
2.39%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
INGERSOLL-RAND PLC
|
new or own*
|
$55.52
|
+768.50%($482.19)
|
14.73%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
Lazard Ltd
|
new or own*
|
$32.15
|
+38.51%($44.53)
|
4.24%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
Mondelez International Inc
|
new or own*
|
$28.53
|
+111.62%($60.38)
|
23.00%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
PepsiCo Inc
|
new or own*
|
$81.79
|
+66.90%($136.50)
|
19.76%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
EIDP INC
|
new or own*
|
$52.50
|
|
5.97%
|
2013 Q2 or earlier
|
≈ 0.25+ 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.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.
* 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.