Nelson Peltz
Trian Fund Management
Trian Fund Management Portfolio 13F
Nelson Peltz Holdings Activity
- Portfolio value:
- $7.61B≈ (+$812M≈)
- Previous value:
- $6.80B≈
- # of changes:
- 6
- New positions:
- 0
- Reported for:
- 30 Sep 2014 (Q3)
- Latest filing date:
- 13 Nov 2014
Trian Fund Management has disclosed a total of 6 changes to the portfolio in the (2014 Q3) SEC report(s): increased the number of shares of 5 and decreased the number of shares of 1 position(s).
What stocks did Nelson Peltz buy in 2014 Q3?
Warning: SEC insider reports detected for Trian Fund Management (real-time trades and ownership disclosures)
6 transactions as of 3 weeks ago
6 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
BANK OF NEW YORK MELLON CORP
|
+51.21%
|
$38.73
|
+310.61%($159.03)
|
14.71%
|
2014 Q1
|
≈ 0.75 years
|
||||
|
|
PepsiCo Inc
|
+38.08%
|
$93.09
|
+46.64%($136.50)
|
21.86%
|
2013 Q2 or earlier
|
≈ 1.50+ years
|
||||
|
|
EIDP INC
|
+13.33%
|
$71.76
|
|
6.56%
|
2013 Q2 or earlier
|
≈ 1.50+ years
|
||||
|
|
INGERSOLL-RAND PLC
|
+7.03%
|
$56.36
|
+755.55%($482.19)
|
9.50%
|
2013 Q2 or earlier
|
≈ 1.50+ years
|
||||
|
|
Legg Mason Inc
|
+0.01%
|
$51.16
|
|
8.67%
|
2013 Q2 or earlier
|
≈ 1.50+ years
|
||||
|
|
Lazard Ltd
|
-24.71%
|
$50.70
|
-12.17%($44.53)
|
3.31%
|
2013 Q2 or earlier
|
≈ 1.50+ 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.