Nelson Peltz's Portfolio

Trian Fund Management 13F holdings

What is Nelson Peltz's portfolio?

Trian Fund Management has disclosed a total of 8 security holdings in their (2017 Q3) SEC 13F filing(s) with portfolio value of $12,983,562,000.

What stocks does Nelson Peltz own?

In Nelson Peltz's portfolio as of 30 Sep 2017, the top 5 holdings are (PG) PROCTER & GAMBLE CO/THE (26.56%), (SYY) SYSCO CORP (18.49%), (MDLZ) MONDELEZ INTERNATIONAL INC-A (13.31%), (GE) GENERAL ELECTRIC CO (13.19%) and (BK) BANK OF NEW YORK MELLON CORP (9.14%).

To see the historical data of Trian Fund Management's portfolio holdings please click on the "2017 Q3" dropdown menu and select the date.

To see Trian Fund Management's original 13F reports (2017 Q3), please click on the "important" button.

Portfolio value: $12B+
Period: 2017 Q3
Number of stock: 8
Update: 14 Nov 2017
BK
9.14%
22,375,489
$53.02
46.38% $77.61
$1,186,348,000
-30.89% (-10,000,000)
-4.08%
DWDP
6.68%
12,526,545
$69.23
-
$867,213,000
buy
+6.68%
GE
13.20%
8,147,871
$193.44
8.21% $177.56
$1,576,124,680
MDLZ
13.31%
42,504,701
$40.66
57.08% $63.87
$1,728,241,000
+0.00% (+78)
+0.00%
PNR
7.96%
15,200,931
$67.96
54.13% $104.75
$1,033,055,000
PG
26.56%
34,307,302
$90.98
87.69% $170.76
$3,121,278,030
+0.79% (+268,431)
+0.21%
SYY
18.49%
44,492,524
$53.95
37.91% $74.40
$2,400,372,000
+1.18% (+517,939)
+0.22%
WEN
4.67%
39,035,921
$15.53
16.03% $18.02
$606,228,000
8 of 8

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.