Nelson Peltz's Portfolio

Trian Fund Management 13F holdings

What is Nelson Peltz's portfolio?

Trian Fund Management has disclosed a total of 10 security holdings in their (2015 Q1) SEC 13F filing(s) with portfolio value of $8,560,327,000.

What stocks does Nelson Peltz own?

In Nelson Peltz's portfolio as of 31 Mar 2015, the top 5 holdings are (1715651D) DU PONT (EI) DE NEMOURS (20.51%), (PEP) PEPSICO INC (20.46%), (MDLZ) MONDELEZ INTERNATIONAL INC-A (20.25%), (BK) BANK OF NEW YORK MELLON CORP (14.21%) and (LM) LEGG MASON INC (8.31%).

To see the historical data of Trian Fund Management's portfolio holdings please click on the "2015 Q1" dropdown menu and select the date.

To see Trian Fund Management's original 13F reports (2015 Q1), please click on the "important" button.

Portfolio value: $8,560M+
Period: 2015 Q1
Number of stock: 10
Update: 15 May 2015
ALLE
1.18%
1,655,388
$61.17
130.63% $141.08
$101,261,000
BK
14.21%
30,225,639
$40.24
121.15% $88.99
$1,216,280,000
+4.60% (+1,328,000)
+0.62%
1715651D
20.51%
24,563,084
$71.47
-
$1,755,524,000
+1.03% (+250,000)
+0.21%
FDO
0.00%
3,679
$79.37
-
$292,000
-99.96% (-8,362,707)
-7.75%
LM
8.31%
12,887,964
$55.20
-
$711,416,000
MDLZ
20.25%
48,024,117
$36.09
81.10% $65.36
$1,733,190,000
+3.73% (+1,725,092)
+0.73%
PEP
20.46%
18,316,211
$95.62
35.13% $129.21
$1,751,396,000
+2.52% (+450,380)
+0.50%
TIF
0.01%
13,412
$87.98
-
$1,180,000
2IS
6.82%
8,570,293
$68.08
-
$583,465,000
-33.15% (-4,250,758)
-3.38%
WEN
8.25%
64,800,245
$10.90
4.59% $11.40
$706,323,000
10 of 10

Completely sold out

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.