Nelson Peltz
Trian Fund Management
Trian Fund Management Portfolio 13F
Nelson Peltz Holdings Activity
- Portfolio value:
- $10.30B≈ (+$390M≈)
- Previous value:
- $9.91B≈
- # of changes:
- 8
- New positions:
- 2
- Reported for:
- 30 Jun 2018 (Q2)
- Latest filing date:
- 09 Oct 2018
Trian Fund Management has disclosed a total of 8 changes to the portfolio in the (2018 Q2) SEC report(s): increased the number of shares of 3, bought 2 totally new and decreased the number of shares of 3 position(s).
What stocks did Nelson Peltz buy in 2018 Q2?
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
nVent Electric PLC
|
new
|
$25.10
|
+511.16%($153.40)
|
4.28%
|
2018 Q2
|
≈ 0.25 years
|
||||
|
|
PPG Industries Inc
|
new
|
$103.73
|
+12.47%($116.67)
|
2.61%
|
2018 Q2
|
≈ 0.25 years
|
||||
|
|
Mondelez International Inc
|
+0.02%
|
$41.00
|
+47.26%($60.38)
|
7.49%
|
2013 Q2 or earlier
|
≈ 5.25+ years
|
||||
|
|
BANK OF NEW YORK MELLON CORP
|
+0.01%
|
$53.93
|
+194.88%($159.03)
|
8.45%
|
2014 Q1
|
≈ 4.50 years
|
||||
|
|
GE Aerospace
|
+0.01%
|
$108.88
|
+224.85%($353.70)
|
9.36%
|
2015 Q2
|
≈ 3.25 years
|
||||
|
|
Sysco Corp
|
-5.08%
|
$68.29
|
+21.19%($82.76)
|
28.21%
|
2015 Q2
|
≈ 3.25 years
|
||||
|
|
The Wendys Co
|
-7.07%
|
$17.18
|
-58.59%($7.12)
|
5.27%
|
2013 Q2 or earlier
|
≈ 5.25+ years
|
||||
|
|
Pentair PLC
|
-10.85%
|
$42.08
|
+50.64%($63.39)
|
5.61%
|
2015 Q2
|
≈ 3.25 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.