Peltz's Trian Shows Big New Stake In PepsiCo (PEP); Lifts Stakes In Legg Mason (LM) and State Street (STT)

November 15, 2011 10:32 AM EST Send to a Friend
Nelson Peltz's Trian Fund hedge fund released its 13F for the quarter ended September 30, 2011 on Monday.

Notably, the firm showed a new stake in PepsiCo (NYSE: PEP); raised their stake in Family Dollar Stores, Inc. (NYSE: FDO), Legg Mason, Inc. (NYSE: LM) and State Street (NYSE: STT); liquidated Corelogic (Nasdaq: CLGX).

New Stakes
CBS (NYSE: CBS) new 95,000 share position
PepsiCo, Inc. (NYSE: PEP) new 2,355,093 share position

Raised Stakes
CHARTER COMM INC DEL CL A (NASDAQ: CHTR) raised from 52,111 shares to 90,111 shares
Family Dollar Stores, Inc. (NYSE: FDO) raised from 6,190,159 shares to 7,228,695 shares
iStar Financial, Inc. (NYSE: SFI) raised from 329,900 shares to 354,900 shares
Legg Mason, Inc. (NYSE: LM) raised from 11,257,370 shares to 14,702,269 shares
LyondellBasell Industries Cl A (NYSE: LYB) raised from 156,500 shares to 160,000 shares
S&P DEP RECEIPTS (NYSE: SPY) (PUT) raised from 450,000 shares to 775,000 shares
State Street Corp. (NYSE: STT) raised from 6,143,366 shares to 9,727,966 shares

Lowered Stakes
Belo Corp. Series A (NYSE: BLC) lowered from 290,000 shares to 200,000 shares
Dominos Pizza, Inc. (NYSE: DPZ) lowered from 6,000,000 shares to 5,921,150 shares
H.J. Heinz Co. (NYSE: HNZ) lowered from 2,047,334 shares to 1,065,584 shares
Lin TV Corp. (NYSE: TVL) lowered from 557,462 shares to 400,910 shares
Tiffany & Co. (NYSE: TIF) lowered from 5,081,091 shares to 4,481,994 shares

Liquidated Stakes
Consol Energy, Inc. (NYSE: CNX) liquidated
CoreLogic (NYSE: CLGX) liquidated
iStar Financial, Inc. (NYSE: SFI) (CALL) liquidated
Las Vegas Sands (NYSE: LVS) liquidated
Peet's Coffee & Tea, Inc. (NASDAQ: PEET) liquidated
SPDR Gold Trust (NYSE: GLD) liquidated
Time Warner Cable, Inc. (NYSE: TWC) liquidated

Maintained Stakes
Kraft Foods Inc. Cl A (NYSE: KFT) maintained 17,311,152 share stake
Wendys Company (NYSE: WEN) maintained 76,623,145 share stake


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Related Categories

13Fs, Hedge Funds

Related Entities

Nelson Peltz, Trian Fund, Standard & Poor's, Hedge Funds

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