Nelson Peltz
Trian Fund Management
Trian Fund Management Portfolio 13F
Nelson Peltz Holdings Activity
- Portfolio value:
- $5.97B≈ (-$1B≈)
- Previous value:
- $7.46B≈
- # of changes:
- 8
- New positions:
- 0
- Reported for:
- 31 Mar 2022 (Q1)
- Latest filing date:
- 13 May 2022
Trian Fund Management has disclosed a total of 8 changes to the portfolio in the (2022 Q1) SEC report(s): increased the number of shares of 5, decreased the number of shares of 2 and completely sold out 1 position(s).
What stocks did Nelson Peltz buy in 2022 Q1?
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
INVESCO LTD
|
+18.82%
|
+8,560,175
|
54,034,034
|
+3.73%
|
$26.00
|
+14.62%($29.80)
|
23.52%
|
2020 Q2
|
≈ 2.00 years
|
|
|
|
JANUS HENDERSON GROUP PLC
|
+12.72%
|
+3,595,152
|
31,867,800
|
+2.11%
|
$35.02
|
+48.34%($51.95)
|
18.69%
|
2020 Q2
|
≈ 2.00 years
|
|
|
|
Ferguson Plc
|
+0.09%
|
+10,750
|
11,402,731
|
+0.02%
|
$136.67
|
+67.32%($228.67)
|
26.09%
|
2021 Q1
|
≈ 1.25 years
|
|
|
|
Mondelez International Inc
|
+0.02%
|
+83
|
450,267
|
+0%
|
$62.78
|
-4.35%($60.05)
|
0.47%
|
2013 Q2 or earlier
|
≈ 9.00+ years
|
|
|
|
GE Aerospace
|
+0.00%
|
+8
|
4,026,121
|
+0%
|
$91.50
|
+281.42%($349.00)
|
6.17%
|
2015 Q2
|
≈ 7.00 years
|
|
|
|
Sysco Corp
|
-10.50%
|
-1,350,133
|
11,503,829
|
-1.48%
|
$81.65
|
+0.10%($81.73)
|
15.73%
|
2015 Q2
|
≈ 7.00 years
|
|
|
|
Procter & Gamble Company
|
-97.70%
|
-231,927
|
5,457
|
-0.51%
|
$163.64
|
-10.19%($146.97)
|
0.01%
|
2016 Q4
|
≈ 5.50 years
|
|
|
|
Comcast Corp
|
-100%
|
-19,991,416
|
0
|
-13.49%
|
$50.33
|
-56.45%($21.92)
|
0.00%
|
2020 Q2
|
≈ 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.