Nelson Peltz's Portfolio

Trian Fund Management 13F holdings

What is Nelson Peltz's portfolio?

Trian Fund Management has disclosed a total of 7 security holdings in their (2016 Q2) SEC 13F filing(s) with portfolio value of $10,497,015,000.

What stocks does Nelson Peltz own?

In Nelson Peltz's portfolio as of 30 Jun 2016, the top 5 holdings are (GE) GENERAL ELECTRIC CO (22.42%), (SYY) SYSCO CORP (21.25%), (MDLZ) MONDELEZ INTERNATIONAL INC-A (20.82%), (BK) BANK OF NEW YORK MELLON CORP (11.93%) and (1715651D) DU PONT (EI) DE NEMOURS (11.88%).

To see the historical data of Trian Fund Management's portfolio holdings please click on the "2016 Q2" dropdown menu and select the date.

To see Trian Fund Management's original 13F reports (2016 Q2), please click on the "important" button.

Portfolio value: $10B+
Period: 2016 Q2
Number of stock: 7
Update: 12 Aug 2016
BK
11.93%
32,220,599
$38.85
99.77% $77.61
$1,251,770,000
+1.24% (+393,866)
+0.15%
1715651D
11.88%
19,239,379
$64.80
-
$1,246,712,000
-6.08% (-1,245,883)
-0.77%
GE
22.42%
9,345,822
$251.84
29.49% $177.56
$2,353,652,000
+0.70% (+65,165)
+0.16%
MDLZ
20.82%
48,031,904
$45.51
40.34% $63.87
$2,185,932,000
+0.01% (+3,740)
+0.00%
PNR
7.96%
14,337,040
$58.29
79.70% $104.75
$835,706,000
+0.01% (+1,152)
+0.00%
SYY
21.25%
43,965,695
$50.74
46.63% $74.40
$2,230,819,000
+1.60% (+693,744)
+0.34%
WEN
3.74%
40,792,537
$9.62
87.32% $18.02
$392,424,000
7 of 7

Completely sold out

TIF
14,260
-0.01%
LM
11,039,896
-3.65%

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.