Nelson Peltz
Nelson Peltz's Portfolio
| Ticker | # of Shares | Price | Value | |
|---|---|---|---|---|
| MDLZ | 40,300,550 | $31.50 | $1,269,467,325 | |
| PEP | 12,030,846 | $83.80 | $1,008,184,895 | |
| IR | 13,470,668 | $58.04 | $781,837,571 | |
| FDO | 8,968,857 | $64.30 | $576,697,506 | |
| FDO | 8,444,597 | $64.30 | $542,987,588 | |
| WEN | 83,000,245 | $6.04 | $501,321,480 | |
| LM | 12,884,337 | $36.13 | $465,511,096 | |
| LAZ | 5,598,980 | $34.42 | $192,716,892 | |
| STT | 2,355,641 | $65.16 | $153,493,568 | |
| HNZ | 106,500 | $72.42 | $7,712,730 | |
| View Additional Portfolio Information » | ||||
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.
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Peltz Trian Fund Raises Stakes in Mondelez (MDLZ) and PepsiCo (PEP) - 13F
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Grab Up Lazard (LAZ) Ahead of M&A Resurgence - Barron's
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Peltz's Trian Fund Shows New Stake in MeadWestvaco (MWV)
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Peltz Trian Partners Q2 13F (LAZ) (FDO) (IR)
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Top 10 News Items 6/18-6/22: Fed Slams the Door on QE3 But Extends Operation Twist; Greek Elections Take Help Ease Pressure; Moody's Downgrades Banks Across the Board
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Nelson Peltz Said to Have Asked Lazard (LAZ) to Bring Banker Pay Inline with Peers -Bloomberg
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Lazard (LAZ) Jumps After Peltz's Trian Fund Shows New 5.1% Stake
