Nelson Peltz
Trian Fund Management
Trian Fund Management Portfolio 13F
Nelson Peltz Holdings Activity
- Portfolio value:
- $8.56B≈ (-$871M≈)
- Previous value:
- $9.43B≈
- # of changes:
- 7
- New positions:
- 0
- Reported for:
- 31 Mar 2015 (Q1)
- Latest filing date:
- 15 May 2015
Trian Fund Management has disclosed a total of 7 changes to the portfolio in the (2015 Q1) SEC report(s): increased the number of shares of 4, decreased the number of shares of 2 and completely sold out 1 position(s).
What stocks did Nelson Peltz buy in 2015 Q1?
Warning: SEC insider reports detected for Trian Fund Management (real-time trades and ownership disclosures)
6 transactions as of 3 weeks ago
7 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
|
+4.60%
|
$40.24
|
+295.20%($159.03)
|
14.21%
|
2014 Q1
|
≈ 1.25 years
|
||||
|
|
Mondelez International Inc
|
+3.73%
|
$36.09
|
+67.29%($60.38)
|
20.25%
|
2013 Q2 or earlier
|
≈ 2.00+ years
|
||||
|
|
PepsiCo Inc
|
+2.52%
|
$95.62
|
+42.76%($136.50)
|
20.46%
|
2013 Q2 or earlier
|
≈ 2.00+ years
|
||||
|
|
EIDP INC
|
+1.03%
|
$71.47
|
|
20.51%
|
2013 Q2 or earlier
|
≈ 2.00+ years
|
||||
|
|
INGERSOLL-RAND PLC
|
-33.15%
|
$68.08
|
+608.27%($482.19)
|
6.82%
|
2013 Q2 or earlier
|
≈ 2.00+ years
|
||||
|
|
FAMILY DOLLAR STORES LLC
|
-99.96%
|
$79.37
|
|
0.00%
|
2013 Q2 or earlier
|
≈ 2.00+ years
|
||||
|
|
Lazard Ltd
|
-100%
|
$50.03
|
-10.99%($44.53)
|
0.00%
|
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.