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Peltz's Trian Partners Likes UltraShort Financials (SKF), Sells Out of Hansen (HANS) and PF Changs (PFCB)

November 14, 2008 9:28 AM EST
Nelson Peltz's Trian Partners General Partner, LLC issued their lastest 13F for the quarter ended September 30, 2008. Here is a summary:

New:
UltraShort Financials ProShares (AMEX: SKF) 376,230 shares

Raised:
Chemtura Corp. (NYSE: CEM) from 8,995,842 to 9,385,112 shares
Orient-Express (NYSE: OEH) from 983,269 to 1,701,561 shares
Dr. Pepper Snapple (NYSE: DPS) from 4,662,758 to 4,952,153 shares

Lowered:
H.J. Heinz (NYSE: HNZ) from 8,928,018 to 7,968,835 shares
Cheesecake Factory (Nasdaq: CAKE) from 3,228,424 to 3,047,869 shares
Kraft Foods (NYSE: KFT) from 31,094,639 to 30,763,199
Philip Morris Intl (NYSE: PM) from 350,903 to 283,625
Target (NYSE: TGT) from 937,172 to 0
Cintas (Nasdaq: CTAS) from 800,975 to 0
Hansen Natl (Nasdaq: HANS) from 1,292,166 to 0
First Amer Bank (OTC: FAHI) from 681,596 to 0
UST (NYSE: UST) from 269,766 to 0
P F Changs Chinese (Nasdaq: PFCB) from 1,060,875 to 0

Maintained:
Tiffany & Co. (NYSE: TIF) 10,067,240 shares
Wyeth (NYSE: WYE) 1,535,633 shares
Lorillard Inc. (NYSE: LOR) 327,517 shares
Wendy's/Arby's (NYSE: WEN) 26,520,284 shares

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Nelson Peltz, Trian Fund