Nelson Peltz
Trian Fund Management
Trian Fund Management Portfolio 13F
Nelson Peltz Holdings Activity
- Portfolio value:
- $12.33B≈ (+$614M≈)
- Previous value:
- $11.72B≈
- # of changes:
- 8
- New positions:
- 0
- Reported for:
- 31 Dec 2015 (Q4)
- Latest filing date:
- 16 Feb 2016
Trian Fund Management has disclosed a total of 8 changes to the portfolio in the (2015 Q4) SEC report(s): increased the number of shares of 4, decreased the number of shares of 2 and completely sold out 2 position(s).
What stocks did Nelson Peltz buy in 2015 Q4?
Warning: SEC insider reports detected for Trian Fund Management (real-time trades and ownership disclosures)
6 transactions as of 3 weeks ago
8 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Pentair PLC
|
+5.20%
|
$49.53
|
+27.98%($63.39)
|
5.50%
|
2015 Q2
|
≈ 0.75 years
|
||||
|
|
Sysco Corp
|
+3.07%
|
$41.00
|
+101.85%($82.76)
|
14.19%
|
2015 Q2
|
≈ 0.75 years
|
||||
|
|
BANK OF NEW YORK MELLON CORP
|
+2.34%
|
$41.22
|
+285.81%($159.03)
|
10.34%
|
2014 Q1
|
≈ 2.00 years
|
||||
|
|
Mondelez International Inc
|
+0.00%
|
$44.84
|
+34.65%($60.38)
|
17.47%
|
2013 Q2 or earlier
|
≈ 2.75+ years
|
||||
|
|
GE Aerospace
|
-14.12%
|
$249.20
|
+41.93%($353.70)
|
19.65%
|
2015 Q2
|
≈ 0.75 years
|
||||
|
|
EIDP INC
|
-21.62%
|
$66.60
|
|
10.92%
|
2013 Q2 or earlier
|
≈ 2.75+ years
|
||||
|
|
Chemours Co
|
-100%
|
$6.47
|
+166.69%($17.26)
|
0.00%
|
2015 Q3
|
≈ 0.25 years
|
||||
|
|
INGERSOLL-RAND PLC
|
-100%
|
$50.77
|
+849.76%($482.19)
|
0.00%
|
2013 Q2 or earlier
|
≈ 2.50+ 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.