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 (2019 Q3) SEC 13F filing(s) with portfolio value of $9,579,912,000.

What stocks does Nelson Peltz own?

In Nelson Peltz's portfolio as of 30 Sep 2019, the top 5 holdings are (PG) PROCTER & GAMBLE CO/THE (47.56%), (SYY) SYSCO CORP (19.62%), (MDLZ) MONDELEZ INTERNATIONAL INC-A (10.87%), (GE) GENERAL ELECTRIC CO (5.99%) and (BK) BANK OF NEW YORK MELLON CORP (5.74%).

To see the historical data of Trian Fund Management's portfolio holdings please click on the "2019 Q3" dropdown menu and select the date.

To see Trian Fund Management's original 13F reports (2019 Q3), please click on the "important" button.

Portfolio value: $9,579M+
Period: 2019 Q3
Number of stock: 8
Update: 14 Nov 2019
BK
5.74%
12,154,366
$45.21
73.97% $78.65
$549,499,000
-3.70% (-467,215)
-0.22%
GE
5.99%
8,028,363
$71.52
148.21% $177.52
$574,189,000
+0.01% (+1,203)
+0.00%
LM
1.55%
3,881,704
$38.19
-
$148,242,000
+0.10% (+3,930)
+0.00%
MDLZ
10.87%
18,828,318
$55.32
15.40% $63.84
$1,041,583,000
+0.00% (+42)
+0.00%
NVT
3.12%
13,551,961
$22.04
232.99% $73.39
$298,685,000
PG
47.56%
36,630,557
$124.38
37.28% $170.75
$4,556,109,000
+0.00% (+14)
+0.00%
SYY
19.62%
23,671,603
$79.40
4.58% $75.76
$1,879,525,000
WEN
5.55%
26,630,629
$19.98
9.66% $18.05
$532,080,000
-6.99% (-2,000,000)
-0.42%
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.