Nelson Peltz
Trian Fund Management
Trian Fund Management Portfolio 13F
Nelson Peltz Holdings Activity
- Portfolio value:
- $9.43B≈ (+$2B≈)
- Previous value:
- $7.61B≈
- # of changes:
- 2
- New positions:
- 0
- Reported for:
- 31 Dec 2014 (Q4)
- Latest filing date:
- 08 Jan 2015
Trian Fund Management has disclosed a total of 2 changes to the portfolio in the (2014 Q4) SEC report(s): increased the number of shares of 2 position(s).
Warning: SEC insider reports detected for Trian Fund Management (real-time trades and ownership disclosures)
6 transactions as of 3 weeks ago
2 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
EIDP INC
|
+249.33%
|
$73.94
|
|
19.06%
|
2013 Q2 or earlier
|
≈ 1.75+ years
|
||||
|
|
Mondelez International Inc
|
+10.92%
|
$36.32
|
+66.21%($60.38)
|
17.83%
|
2013 Q2 or earlier
|
≈ 1.75+ 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.