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Nelson Peltz

Nelson Peltz's Portfolio

Ticker	# of Shares	Price	Value
GE	4,028,998	$371.80	$1,497,981,457
IVZ	33,940,096	$32.65	$1,108,144,135
DIS	6,425,050	$104.04	$668,462,202
	1,342,830	$195.32	$262,281,556
WEN	20,732,628	$8.56	$177,471,296
MDLZ	16,530	$62.54	$1,033,787
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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Franklin Resources (BEN) to Acquire Legg Mason (LM) for $50/Share Feb 18, 2020 07:31AM

Franklin Templeton to Acquire Legg Mason, Creating $1.5 Trillion AUM Global Investment Manager Feb 18, 2020 07:30AM

Legg Mason Reports Results For First Fiscal Quarter Aug 1, 2019 04:15PM

Legg Mason cuts about 12% of workforce days after naming Trian's Peltz to board May 23, 2019 09:19PM

Legg Mason Appoints Nelson Peltz And Ed Garden Of Trian Partners To Board Of Directors May 20, 2019 05:37PM

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May 20, 2019 05:30PM Legg Mason (LM) Appoints Nelson Peltz and Ed Garden of Train Partners to Board
May 15, 2019 09:24AM Pre-Open Movers 05/15: (ENT) (TCS) (M) Higher; (IMGN) (A) (VIRT) (more...)
May 14, 2019 05:44PM After-Hours Movers 05/14: (ENT) (PAGS) (TLRY) Higher; (A) (VIRT) (JKS) (more...)
May 14, 2019 05:39PM Nelson Peltz's Trian Fund may launch proxy fight against Legg Mason (LM) - WSJ
May 13, 2016 02:13PM Peltz Trian Fund Raises Pentair (PNR), Sysco (SYY) Stakes; Liquidates PepsiCo (PEP) (more...)
Apr 7, 2016 03:32PM Nelson Peltz's Trian rebounds in March; many hedge funds gained
Jan 22, 2016 06:12AM Legg Mason (LM) Closes Three Deals in 24 Hours Amid Activist Scrutiny
Nov 13, 2015 04:28PM Peltz's Trian Fund 13F Shows New Stake in Chemours (CC), Increase in GE (GE), Sysco (SYY) (more...)
Aug 14, 2015 04:54PM Peltz's Trian Fund Confirms Sysco (SYY), Pentiar (PNR) Stakes - 13F
May 28, 2015 09:16AM Peltz's Trian Boosts Stake in Legg Mason (LM) by Over 300K Shares
May 15, 2015 04:51PM Peltz's Trian Fund 13F Shows Increase Stakes in Mondelez (MDLZ), Pepsi (PEP), Liquidated Lazard (LAZ) ...
Jan 8, 2015 05:14PM Peltz Trian Fund Raises Stakes in Du Pont (DD) and Mondelez (MDLZ) - 13F
Dec 19, 2014 04:14PM Legg Mason (LM) Approves Future Purchases by Train Fund
Dec 2, 2014 08:30AM UPDATE: Bank of New York - Mellon (BK) Gives Board Seat to Peltz's Trian
Nov 13, 2014 04:48PM Peltz's Trian Lifts Stakes in Pepsi (PEP), Legg Mason (LM), Cuts Lazard (LAZ) in Q3
Aug 14, 2014 04:29PM Peltz Trian Fund Raises Bank of New York (BK), PepsiCo (PEP) Stakes; Cuts Allegion PLC (ALLE) & Liquidates GNC (GNC) (more...)
May 15, 2014 04:57PM Peltz Trian Fund Raises Stake in DuPont (DD), Mondelez (MDLZ), PepsiCo (PEP)
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
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)
Feb 14, 2012 05:19PM Peltz Trian Fund Raises Family Dollar (FDO) and State Street (STT), Cuts Dominos Pizza (DPZ), Kraft Foods (KFT)
Nov 15, 2011 10:32AM Peltz's Trian Shows Big New Stake In PepsiCo (PEP); Lifts Stakes In Legg Mason (LM) and State Street (STT)
Aug 16, 2011 04:50PM Peltz's Trian Makes New Bet on Domino's (DPZ), Ups Stakes in State Street (STT) and Kraft (KFT)
Apr 25, 2011 08:27AM Ticonderoga Upgrades Legg Mason (LM) to Neutral; Affiliates Improving, Well Owned for Restructuring
Jan 5, 2010 04:27PM Notable Insider Trades 1/05: (LM, ACN, CKR, MRVL, JDSU, CHDX, more...)
Jan 4, 2010 04:03PM Notable Insider Trades 1/04: (LM, PTSX, PDCO, BBY, HUN, LF, MAXY, more...)
Dec 29, 2009 04:26PM Notable Insider Trades 12/29 (LM, OPTR, MED, CTXS, AM, COST, more...)
Dec 28, 2009 05:11PM Nelson Peltz's Trian Raises Stake in Legg Mason (LM) to 5.81%
Dec 22, 2009 03:42PM Notable Insider Transactions 12/22 (LM, ICGE, ULBI, NVDA, IGT, THO, more...)
Oct 26, 2009 09:04AM Legg Mason (LM) volatility low; Peltz joining board of directors
Oct 26, 2009 06:40AM Nelson Peltz Elected to Legg Mason (LM) Board As Part of an Agreement
Aug 14, 2009 05:47PM Nelson Peltz In Fact Raises His Stake In Legg Mason (LM), But Not Nearly As Much As Rumored
Jun 25, 2009 12:43PM Nelson Peltz Hasn't Raised His Stake In Legg Mason (LM)-WSJ
Jun 25, 2009 07:25AM Deutsche Bank Upgrades Legg Mason (LM) to Hold
Jun 24, 2009 03:31PM Legg Mason (LM) 16K call trade as shares rally on report Peltz buying shares
Jun 24, 2009 02:24PM Reports Peltz Building Large Stake in Legg Mason (LM)
May 18, 2009 03:32PM Peltz's Trian Partners Lowers Stakes in KFT, HNZ, TIF; New Stake in LM

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