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Nelson Peltz

Nelson Peltz's Portfolio

Ticker	# of Shares	Price	Value
GE	4,028,998	$333.03	$1,341,777,204
IVZ	33,940,096	$29.04	$985,620,388
DIS	6,425,050	$100.52	$645,846,026
	1,342,830	$195.32	$262,281,556
WEN	20,732,628	$6.99	$144,921,070
MDLZ	16,530	$62.69	$1,036,266
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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Jul 13, 2010 12:51PM Unusual 11 Mid-Day Movers 07/13: ADCT, STXS, THLD, OREX, YRCW, VVUS Higher; AMED, CVLT, BPZ, IFLG, BMTI Lower
Jun 18, 2010 08:45AM Dover Saddlery (DOVR) Names Jonathan Grylls to New Position of CSO
Jun 10, 2010 05:37PM After-Hours Movers 6/10: MCZ, WEN, ARST, XIDE, FNSR, EXPR, NSM Higher; DELL Lower
Jun 10, 2010 04:39PM Wendy's/Arby's (WEN) Receives Takeover Approach
May 27, 2010 06:31PM Wendy’s/Arby’s Group (WEN) Approves $75 Million Increase in Stock Buyback Plan
Mar 31, 2010 10:05AM Roth Capital Upgrades Dover Saddlery (DOVR) to Buy
Mar 25, 2010 09:49AM Peltz Decides Not to Bid for CKE Restaurants (CKR)
Mar 11, 2010 06:43AM Nelson Peltz Considering Bid for CKE Restaurants (CKR)
Jan 11, 2010 01:05PM Notable ETF Movers 1/11: GLD, EWJ, EWO Up; UNG, KRE, USO Down
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
Oct 15, 2009 02:31PM Krispy Kreme (KKD) Higher for Second Straight Session
Aug 14, 2009 05:47PM Nelson Peltz In Fact Raises His Stake In Legg Mason (LM), But Not Nearly As Much As Rumored
Aug 4, 2009 07:44AM Human Genome Sciences (HGSI): Upgraded to Buy at ThinkEquity; target raised to $26 (new Street high)
Jun 29, 2009 10:06AM Wendy's/Arby's (WEN) Could Be Enticing To Investors
Jun 29, 2009 08:46AM Wendy's/Arby's (WEN) Sees Upside On a Couple Bullish Items
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
Apr 16, 2009 12:58PM Krispy Kreme Doughnuts (KKD) Back From The Dead, Shares Surge 34%
Apr 16, 2009 10:05AM Hampshire Announces (HAMP) Announces Resignation of Its President and CEO
Apr 16, 2009 09:01AM Biogen (BIIB) Receives FDA Approval for TYSABRI High Titer Production
Mar 30, 2009 10:16AM Peltz's Trian Fund Lowers Stake in Tiffany & Co. (TIF) to 6.9%
Feb 20, 2009 04:26PM Top 10 News Items 2/17-2/20: Obama Unveils Housing Plan; Financials Continue Getting Smashed; GM Asks for Additional $4.5B
Feb 19, 2009 01:48PM Nelson Peltz Loads Up On Doughnuts and Burgers (KKD, CKR)
Dec 19, 2008 09:49AM Peltz's Trian Fund Boosts Stake in Dr Pepper Snapple (DPS), Says Stock Is Undervalued
Dec 8, 2008 07:48AM Trian Partners Waives Conditions to Wendy's/Arby's Tender (WEN) Offer
Nov 28, 2008 09:45AM Satellite Asset Management Halts Client Redemptions at 3 Largest Funds
Nov 14, 2008 09:28AM Peltz's Trian Partners Likes UltraShort Financials (SKF), Sells Out of Hansen (HANS) and PF Changs (PFCB)
Nov 6, 2008 09:00AM Trian Fund Announces Tender Offer For 40M Shares of Wendy's/Arby's Group (WEN) at $4.15
Oct 22, 2008 03:53PM Cramer Fills Up On Mac & Cheese (KFT)
Sep 18, 2008 10:05AM Kraft (KFT) to Replace AIG in DJIA; Stock Jumps 2%
Sep 5, 2008 03:13PM Nelson Peltz Bet On UST Pays Off...What's Next?
Aug 15, 2008 01:32PM Loeb's Third Point Buys Into Starwood (HOT) and Tibco (TIBX), Dumps Yahoo! (YHOO)
Aug 14, 2008 06:20PM Nelson Peltz Fills His Pipe With Philip Morris (PM), Lorillard (LOR) and UST (UST)
Aug 14, 2008 04:55PM Operational Activist Investor Nelson Peltz Builds A Stake In P.F. Changs (PFCB)
Aug 14, 2008 03:36PM Operational Activist Investor Nelson Peltz Builds A Stake In Hansen Natural (HANS)
Aug 14, 2008 12:06PM Peltz's Trian Fund 13F Shows Stakes In Another Casual Diner, Makes Bets On Tobacco, Says Goodbye to Starbucks
Aug 14, 2008 11:31AM Peltz's Trian Fund Shows New Stakes in HANS, TGT, UST, PM, PFCB Among Others
Jun 4, 2008 11:06AM Starbucks (SBUX) Sees Upside Action on Chatter
May 16, 2008 09:28AM Pre-Open Movers 5/16: Pharmacopeia (PCOP) Up on Positive Drug Data, Dynavax (DVAX) Lower on Drug Data
May 15, 2008 06:41PM After-Hours Movers 5/15: Noah Education (NED) Up on Results/Guidance; KongZhong (KONG) Lower on Results
May 15, 2008 05:17PM Peltz Trian Partners Shows Nearly 900K Stake in Starbucks (SBUX)

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