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Nelson Peltz

Nelson Peltz's Portfolio

Ticker	# of Shares	Price	Value
GE	4,028,998	$345.81	$1,393,267,799
IVZ	33,940,096	$31.75	$1,077,598,048
DIS	6,425,050	$107.39	$689,986,120
	1,342,830	$195.32	$262,281,556
WEN	20,732,628	$8.68	$179,959,212
MDLZ	16,530	$64.52	$1,066,516
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's Trian Fund 13F Shows Increase Stakes in Mondelez (MDLZ), Pepsi (PEP), Liquidated Lazard (LAZ) ... May 15, 2015 04:51PM

Peltz Trian Fund Raises Stakes in Du Pont (DD) and Mondelez (MDLZ) - 13F Jan 8, 2015 05:14PM

Peltz's Trian Lifts Stakes in Pepsi (PEP), Legg Mason (LM), Cuts Lazard (LAZ) in Q3 Nov 13, 2014 04:48PM

Peltz Trian Fund Raises Bank of New York (BK), PepsiCo (PEP) Stakes; Cuts Allegion PLC (ALLE) & Liquidates GNC (GNC) (more...) Aug 14, 2014 04:29PM

Peltz Trian Fund Raises Stake in DuPont (DD), Mondelez (MDLZ), PepsiCo (PEP) May 15, 2014 04:57PM

Feb 14, 2014 03:45PM Peltz's Trian Fund Lifts Mondelez (MDLZ), PepsiCo (PEP) Stakes (more...)
Nov 14, 2013 05:13PM Peltz Trian Fund Lifts Legg Mason (LM) Stake Slightly; Exits Sothebys (BID) and State Street (STT) (more..)
Aug 14, 2013 05:04PM Peltz Trian Fund Shows New Stake in DuPont (DD), GNC (GNC), (more...)
May 15, 2013 05:03PM Peltz Trian Fund Raises Stakes in Mondelez (MDLZ) and PepsiCo (PEP) - 13F
May 8, 2013 11:28AM Grab Up Lazard (LAZ) Ahead of M&A Resurgence - Barron's
Feb 15, 2013 09:03AM Peltz's Trian Fund Shows New Stake in MeadWestvaco (MWV)
Aug 14, 2012 04:58PM Peltz Trian Partners Q2 13F (LAZ) (FDO) (IR)
Jun 22, 2012 04:31PM 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
Jun 20, 2012 03:55PM Nelson Peltz Said to Have Asked Lazard (LAZ) to Bring Banker Pay Inline with Peers -Bloomberg
Jun 18, 2012 02:59PM Lazard (LAZ) Jumps After Peltz's Trian Fund Shows New 5.1% Stake

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