Nelson Peltz's Portfolio

Trian Fund Management 13F holdings

What is Nelson Peltz's portfolio?

Trian Fund Management has disclosed a total of 12 security holdings in their (2013 Q2) SEC 13F filing(s) with portfolio value of $5,078,406,000.

What stocks does Nelson Peltz own?

In Nelson Peltz's portfolio as of 30 Jun 2013, the top 5 holdings are (MDLZ) MONDELEZ INTERNATIONAL INC-A (23.00%), (PEP) PEPSICO INC (19.76%), (2IS) TRANE TECHNOLOGIES PLC (14.73%), (FDO) FAMILY DOLLAR STORES (10.26%) and (WEN) WENDY'S CO/THE (9.53%).

To see the historical data of Trian Fund Management's portfolio holdings please click on the "2013 Q2" dropdown menu and select the date.

To see Trian Fund Management's original 13F reports (2013 Q2), please click on the "important" button.

Portfolio value: $5,078M+
Period: 2013 Q2
Number of stock: 12
Update: 14 Aug 2013
1715651D
5.97%
5,778,403
$52.50
-
$303,366,000
buy or own*
+5.97%
FDO
10.26%
8,364,997
$62.31
-
$521,223,000
buy or own*
+10.26%
GNCIQ
0.68%
776,898
$44.21
-
$34,347,000
buy or own*
+0.68%
LAZ
4.24%
6,702,380
$32.15
34.21% $43.15
$215,482,000
buy or own*
+4.24%
LM
7.87%
12,884,337
$31.01
-
$399,543,000
buy or own*
+7.87%
MDLZ
23.00%
40,946,850
$28.53
129.55% $65.49
$1,168,214,000
buy or own*
+23.00%
PEP
19.76%
12,270,046
$81.79
59.09% $130.12
$1,003,567,000
buy or own*
+19.76%
BID
1.55%
2,074,182
$37.91
-
$78,632,000
buy or own*
+1.55%
STT
2.39%
1,862,816
$65.21
47.77% $96.36
$121,474,000
buy or own*
+2.39%
TIF
0.02%
10,651
$72.86
-
$776,000
buy or own*
+0.02%
2IS
14.73%
13,470,668
$55.52
-
$747,891,000
buy or own*
+14.73%
WEN
9.53%
83,000,245
$5.83
97.26% $11.50
$483,891,000
buy or own*
+9.53%
12 of 12

Shares, change to shares, sold shares - 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.

Buy or own - this means there is no earlier reporting (for us or in general).
So we can't know if the actual purchase of the security happened at the reported period or earlier.