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