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Nelson Peltz

Trian Fund Management

Trian Fund Management Portfolio 13F

Nelson Peltz Holdings Activity

Portfolio value:
$8.46B≈ (+$2B≈)
Previous value:
$6.76B≈
# of changes:
5
New positions:
1
Reported for:
31 Mar 2021 (Q1)
Latest filing date:
14 May 2021
Trian Fund Management has disclosed a total of 5 changes to the portfolio in the (2021 Q1) SEC report(s): increased the number of shares of 2, bought 1 totally new and decreased the number of shares of 2 position(s).

What stocks did Nelson Peltz buy in 2021 Q1?

During 2021 Q1 Nelson Peltz has purchased 3 securities: (FERG) Ferguson Plc (new buy), (IVZ) INVESCO LTD (added shares +0.01%) and (GE) GE Aerospace (reduced shares 0.00%).

What did Nelson Peltz invest in during 2021 Q1?

Nelson Peltz's top 5 holdings (by % of portfolio) were (SYY) Sysco Corp (19.18%), (FERG) Ferguson Plc (18.68%), (PG) Procter & Gamble Company (14.23%), (CMCSA) Comcast Corp (12.71%) and (IVZ) INVESCO LTD (11.30%).
In the 2021 Q1 report(s) the following changes have been made to the top investments: (FERG) Ferguson Plc (new buy), (PG) Procter & Gamble Company (reduced shares -9.56%) and (IVZ) INVESCO LTD (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

5 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*
Ferguson Plc FERG
Ferguson Plc
new
+13,212,239
13,212,239
+18.68%
$119.59
+91.21%($228.67)
18.68%
2021 Q1
≈ 0.25 years
INVESCO LTD IVZ
INVESCO LTD
+0.01%
+2,196
36,741,539
+0%
$26.00
+14.62%($29.80)
11.30%
2020 Q2
≈ 1.00 year
GE Aerospace GE
GE Aerospace
+0.00%
+6.75
4,024,331.63
+0%
$105.04
+232.25%($349.00)
5.00%
2015 Q2
≈ 6.00 years
Procter & Gamble Company PG
Procter & Gamble Company
-9.56%
-938,847
8,884,877
-1.88%
$135.43
+8.52%($146.97)
14.23%
2016 Q4
≈ 4.50 years
Mondelez International Inc MDLZ
Mondelez International Inc
-23.35%
-2,857,861
9,383,698
-2.48%
$58.53
+2.60%($60.05)
6.49%
2013 Q2 or earlier
≈ 8.00+ 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.