Nelson Peltz
Trian Fund Management
Trian Fund Management Portfolio 13F
Nelson Peltz Holdings Activity
- Portfolio value:
- $13.27B≈ (-$66M≈)
- Previous value:
- $13.33B≈
- # of changes:
- 7
- New positions:
- 0
- Reported for:
- 30 Jun 2017 (Q2)
- Latest filing date:
- 11 Aug 2017
Trian Fund Management has disclosed a total of 7 changes to the portfolio in the (2017 Q2) SEC report(s): increased the number of shares of 5 and decreased the number of shares of 2 position(s).
What stocks did Nelson Peltz buy in 2017 Q2?
In the 2017 Q2 report(s) the following changes have been made to the top investments: (PG) Procter & Gamble Company (added shares +2.43%), (SYY) Sysco Corp (reduced shares 0.00%), (GE) GE Aerospace (added shares +2.72%), (MDLZ) Mondelez International Inc (reduced shares -3.91%) and (BNY) BANK OF NEW YORK MELLON CORP (added shares +0.01%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Pentair PLC
|
+6.02%
|
$66.54
|
-4.73%($63.39)
|
7.62%
|
2015 Q2
|
≈ 2.25 years
|
||||
|
|
GE Aerospace
|
+2.72%
|
$216.08
|
+63.69%($353.70)
|
14.42%
|
2015 Q2
|
≈ 2.25 years
|
||||
|
|
Procter & Gamble Company
|
+2.43%
|
$87.15
|
+68.51%($146.86)
|
24.71%
|
2016 Q4
|
≈ 0.75 years
|
||||
|
|
BANK OF NEW YORK MELLON CORP
|
+0.01%
|
$51.02
|
+211.70%($159.03)
|
12.45%
|
2014 Q1
|
≈ 3.50 years
|
||||
|
|
Sysco Corp
|
+0.00%
|
$50.33
|
+64.43%($82.76)
|
16.68%
|
2015 Q2
|
≈ 2.25 years
|
||||
|
|
Mondelez International Inc
|
-3.91%
|
$43.19
|
+39.79%($60.38)
|
13.84%
|
2013 Q2 or earlier
|
≈ 4.25+ years
|
||||
|
|
The Wendys Co
|
-12.35%
|
$15.51
|
-54.13%($7.12)
|
4.56%
|
2013 Q2 or earlier
|
≈ 4.25+ 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.
* 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.