Nelson Peltz
Trian Fund Management
Trian Fund Management Portfolio 13F
Nelson Peltz Holdings Activity
- Portfolio value:
- $8.02B≈ (+$1B≈)
- Previous value:
- $7.01B≈
- # of changes:
- 2
- New positions:
- 0
- Reported for:
- 31 Mar 2024 (Q1)
- Latest filing date:
- 15 May 2024
Trian Fund Management has disclosed a total of 2 changes to the portfolio in the (2024 Q1) SEC report(s): decreased the number of shares of 2 position(s).
What stocks did Nelson Peltz buy in 2024 Q1?
During 2024 Q1 Nelson Peltz has not purchased any securities.
In the 2024 Q1 report(s) no changes have been made to any of these investments.
Warning: SEC insider reports detected for Trian Fund Management (real-time trades and ownership disclosures)
6 transactions as of 3 weeks ago
2 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
THE ALLSTATE CORP
|
-19.90%
|
-555,829
|
2,237,269
|
-1.37%
|
$173.01
|
|
4.83%
|
2023 Q3
|
≈ 0.75 years
|
|
|
|
Ferguson Plc
|
-40.49%
|
-1,696,565
|
2,493,687
|
-5.29%
|
$218.43
|
+6.71%($233.09)
|
6.79%
|
2021 Q1
|
≈ 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.