Nelson Peltz's Portfolio
|Ticker||# of Shares||Price||Value|
|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.
Peltz Trian Fund Raises Stakes in Mondelez (MDLZ) and PepsiCo (PEP) - 13F
Grab Up Lazard (LAZ) Ahead of M&A Resurgence - Barron's
Peltz's Trian Fund Shows New Stake in MeadWestvaco (MWV)
Peltz Trian Partners Q2 13F (LAZ) (FDO) (IR)
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
Nelson Peltz Said to Have Asked Lazard (LAZ) to Bring Banker Pay Inline with Peers -Bloomberg
Lazard (LAZ) Jumps After Peltz's Trian Fund Shows New 5.1% Stake