Nelson Peltz
Nelson Peltz's Portfolio
Last Updated on 8/14/08 @ 12:14pm
| Ticker | # of Shares | Price | Value | |
|---|---|---|---|---|
| SPY | N/A | $95.37 | N/A | |
| KFT | 31,094,639 | $28.38 | $882,465,855 | |
| HNZ | 8,928,018 | $44.47 | $397,028,961 | |
| TIF | 10,067,240 | $30.50 | $307,050,820 | |
| DPS | 4,662,758 | $22.78 | $106,217,628 | |
| WYE | 1,535,633 | $33.03 | $50,721,958 | |
| CAKE | 3,228,424 | $11.71 | $37,804,846 | |
| TGT | 937,172 | $38.40 | $35,987,405 | |
| HANS | 1,292,166 | $25.96 | $33,544,630 | |
| PFCB | 1,060,875 | $20.84 | $22,108,635 | |
| View Additional Portfolio Information » | ||||
*shorted stocks appear in red
Nelson Peltz in an American billionaire. He is Chairman of Triarc Companies (NYSE: TRY), the franchisor of the Arby's restaurant in the US and Canada. Peltz is also CEO and Founding Partner of Trian Fund Management, L.P, a New-York based investment company.
Peltz is a board member at H.J. Heinz (NYSE: HNZ), which was awarded to him after he pushed the company for changes.
In 2008, Peltz reached a deal to acquire Wendy's (NYSE: WEN).
Peltz also owns large stakes in Kraft Foods (NYSE: KFT), Cheesecake Factory (Nasdaq: CAKE), Tiffany & Co. (NYSE: TIF) and Cadbury-Schweppes (NYSE: CSG). In 2007, Cadbury-Schweppes announced plans to split-off and sell their Americas Beverages unit following Peltz' involvement in the stock, but a sale could not be reached due to the credit crunch.
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=5919025
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=5919023
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=5919022
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=5918962
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=5917203
-
Form 4 WENDY'S/ARBY'S GROUP, For: Sep 29 Filed by: TRIAN PARTNERS PARALLEL FUND I L P
-
Form 4 WENDY'S/ARBY'S GROUP, For: Sep 29 Filed by: Trian Partners General Partner, LLC
-
Form 4 TRIAN ACQUISITION I CORP For: Sep 29 Filed by: GARDEN EDWARD P
-
Form SC 13D/A WENDY'S/ARBY'S GROUP, Filed by: Trian Fund Management, L.P.
-
Form 4 WENDY'S/ARBY'S GROUP, For: Sep 29 Filed by: Trian Partners Parallel Fund II, L.P.
-
Form 4 WENDY'S/ARBY'S GROUP, For: Sep 29 Filed by: Trian Fund Management, L.P.
-
Form 8-K TRIAN ACQUISITION I CORP For: Oct 01
-
Form 4 TRIAN ACQUISITION I CORP For: Sep 29 Filed by: SMILOW JOEL E
-
Triarc and Wendy's Complete Merger Transaction
-
Form 4 WENDY'S/ARBY'S GROUP, For: Sep 24 Filed by: Trian Partners Parallel Fund II General Partner, LLC
-
Form 4 WENDY'S/ARBY'S GROUP, For: Sep 24 Filed by: Trian Partners, L.P.
-
Form SC 13D/A TRIARC COMPANIES INC Filed by: Trian Fund Management, L.P.
-
Form 4 TRIARC COMPANIES INC For: Sep 23 Filed by: Trian Partners, L.P.
-
Form 4 TRIARC COMPANIES INC For: Sep 23 Filed by: Trian Partners Parallel Fund II General Partner, LLC
-
Form 4/A TRIARC COMPANIES INC For: Sep 19 Filed by: Trian Partners, L.P.
-
Form 4/A TRIARC COMPANIES INC For: Sep 19 Filed by: Trian Partners Parallel Fund I General Partner, LLC
-
Form 4/A TRIARC COMPANIES INC For: Sep 17 Filed by: Trian Partners Master Fund, L.P.
-
Form 4/A TRIARC COMPANIES INC For: Sep 17 Filed by: Trian Partners Parallel Fund II General Partner, LLC
-
Form 4 TRIARC COMPANIES INC For: Sep 19 Filed by: Trian Partners, L.P.
-
Form 4 TRIARC COMPANIES INC For: Sep 19 Filed by: Trian Partners Parallel Fund II General Partner, LLC
-
Form SC 13D/A TRIARC COMPANIES INC Filed by: Trian Fund Management, L.P.
-
Form 4 TRIARC COMPANIES INC For: Sep 17 Filed by: Trian Partners Parallel Fund I General Partner, LLC
-
Form 4 TRIARC COMPANIES INC For: Sep 17 Filed by: TRIAN PARTNERS PARALLEL FUND I L P
-
Form 3 TRIARC COMPANIES INC For: Sep 16 Filed by: Trian Partners Parallel Fund I General Partner, LLC
-
Form 3 TRIARC COMPANIES INC For: Sep 16 Filed by: Trian Fund Management, L.P.
-
Form 4 Chemtura CORP For: Sep 17 Filed by: Trian Fund Management, L.P.
-
Kraft (KFT) to Replace AIG in DJIA; Stock Jumps 2%
-
Nelson Peltz Bet On UST Pays Off...What's Next?
-
Loeb's Third Point Buys Into Starwood (HOT) and Tibco (TIBX), Dumps Yahoo! (YHOO)
-
Nelson Peltz Fills His Pipe With Philip Morris (PM), Lorillard (LOR) and UST (UST)
-
Operational Activist Investor Nelson Peltz Builds A Stake In P.F. Changs (PFCB)
-
Operational Activist Investor Nelson Peltz Builds A Stake In Hansen Natural (HANS)
-
Form 13F-HR Trian Partners General For: Jun 30
-
Peltz's Trian Fund 13F Shows Stakes In Another Casual Diner, Makes Bets On Tobacco, Says Goodbye to Starbucks
-
Peltz's Trian Fund Shows New Stakes in HANS, TGT, UST, PM, PFCB Among Others
-
Form 13F-HR Trian Partners Parallel For: Jun 30
-
Form 13F-HR Trian Partners Parallel For: Jun 30
-
Form 13F-HR Trian Fund Management For: Jun 30
-
Form 10-Q TRIAN ACQUISITION I CORP For: Jun 30
-
Triarc Reports Second Quarter and Six Month 2008 Results
-
Starbucks (SBUX) Sees Upside Action on Chatter
-
Pre-Open Movers 5/16: Pharmacopeia (PCOP) Up on Positive Drug Data, Dynavax (DVAX) Lower on Drug Data
-
After-Hours Movers 5/15: Noah Education (NED) Up on Results/Guidance; KongZhong (KONG) Lower on Results
-
Peltz Trian Partners Shows Nearly 900K Stake in Starbucks (SBUX)
-
Peltz Trian Partners shows a 898,500 share stake in Starbucks (SBUX)
-
Triarc (TRY) and Wendy's (WEN) Sign Definitive Merger Agreement
-
Wendy's (WEN) To Announce Transaction With Operational, Activist Investor Peltz
-
Trian Sends Letter To Wendy's (WEN) Board--Wendy's Denied Trian's Two Acquisition Proposals
-
Peltz's Trian Fund Boosts Stake in Tiffany (TIF) to 8.44%, Notes Partner Nominated to Board
-
Trian Lowers Stake in Heinz (HNZ); Heinz Says Trian Didn't Sell Shares, But is Distributing to Investors
