Send to a Friend Font Size: Increase Decrease

Nelson Peltz

Nelson Peltz's Portfolio

Ticker	# of Shares	Price	Value
	1,342,830	$1,141.93	$1,533,417,862
DIS	6,425,050	$112.61	$723,524,881
GE	4,028,998	$148.06	$596,533,444
IVZ	33,940,096	$15.37	$521,659,276
WEN	20,732,628	$19.25	$399,103,089
MDLZ	16,530	$68.11	$1,125,859
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.

Login to help us fill in information about this entity.

Peltz's Trian Fund 13F Shows New Stake in Chemours (CC), Increase in GE (GE), Sysco (SYY) (more...) Nov 13, 2015 04:28PM

Peltz's Trian Fund Confirms Sysco (SYY), Pentiar (PNR) Stakes - 13F Aug 14, 2015 04:54PM

Peltz's Trian Fund 13F Shows Increase Stakes in Mondelez (MDLZ), Pepsi (PEP), Liquidated Lazard (LAZ) ... May 15, 2015 04:51PM

Peltz's Trian Fund Cuts Stake in Family Dollar Stores (FDO) to 2.07% Jan 27, 2015 06:13AM

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

View Older Stories

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...)
Aug 14, 2013 11:57AM Family Dollar (FDO) Could be 'In Play' as Peltz Restriction Lifted
May 15, 2013 05:03PM Peltz Trian Fund Raises Stakes in Mondelez (MDLZ) and PepsiCo (PEP) - 13F
Apr 26, 2013 09:16AM Trian Fund Trims Stake in Family Dollar Stores, Inc. (FDO) to 7.35%
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)
Feb 14, 2012 05:04PM Peltz's Trian Shows Raised Stakes in State Street (STT), Family Dollar (FDO)
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)
Sep 29, 2011 09:25AM Pre-Open Movers 9/29: (HGIC) (TWI) (HPQ) Higher; (BDSI) (INSU) (AMD) Lower (more...)
Sep 29, 2011 09:05AM The Lowdown on Family Dollar Stores (FDO)/Nelson Peltz News
Sep 29, 2011 08:51AM Shares of Family Dollar (FDO) falling in pre-open trade following 13D filing from Nelson Peltz's Trian
Aug 16, 2011 04:50PM Peltz's Trian Makes New Bet on Domino's (DPZ), Ups Stakes in State Street (STT) and Kraft (KFT)
Jun 28, 2011 03:35PM Q3 Preview: Fuel Costs in Spotlight for Family Dollar (FDO) Results
Mar 14, 2011 12:22PM Nelson Peltz's Trian Reiterates $55-$60/Share Offer for Family Dollar Stores (FDO)
Mar 14, 2011 12:01PM Peltz Trian Issues Letter to Family Dollar Stores (FDO)
Mar 14, 2011 10:39AM Canaccord Genuity Morning Coffee on 99 Cents Only (NDN): Discount Retailers Fetching Premium Prices
Feb 25, 2011 12:12PM Big Lots (BIG) Ticks Higher As CNBC Guest Likes Company In a LBO
Feb 16, 2011 03:06PM Family Dollar (FDO) Round-Up: Analysts Seem Mixed on Peltz Offer
Feb 16, 2011 12:45PM Unusual 11 Mid-Day Movers 02/16: (CYAN) (THLD) (FDO) (LZB) (PLAB) (ELOS) Higher; (TNGN) (GFC) (DSCO) (WRES) (HAWK) Lower
Feb 16, 2011 12:13PM Notable ETF Movers of the Day 02/16: (XRT) (USO) (TAN) Higher; (UNG) (VXX) (UUP) Lower
Feb 16, 2011 11:16AM Morning Movers 02/16: (CYAN) (THLD) (FDO) (LZB) (ELOS) Higher; (TNGN) (DSCO) (GFC) Lower
Feb 16, 2011 09:09AM Pre-Open Movers 2/16: (FDO) (VCLK) (DELL) Higher; (TNGN) (DSCO) (OMX) Lower
Feb 15, 2011 06:13PM After-Hours Movers 02/15: (FDO) (AAN) (RCKY) (VCLK) (MALL) Higher; (DSCO) (DENN) (LOGM) Lower
Feb 15, 2011 05:25PM Nelson Peltz Offers To Acquire Family Dollar Stores (FDO) For $55-$60/Share
Feb 15, 2011 05:24PM Family Dollar (FDO) Shares Rocket 32% Higher as Peltz's Trian Says Offered $55-$60/Share; Sector Moving Higher (DG) (DLTR)
Feb 15, 2011 05:15PM Nelson Peltz Trian offered to acquire Family Dollar Stores Inc. (FDO) for $55-$60 per share.
Sep 20, 2010 08:37AM Goldman Sachs Upgrades Family Dollar Stores (FDO) to Neutral
Aug 12, 2010 02:56PM UBS Ups Family Dollar (FDO) to Buy, Price Target Moves from $38 to $50
Aug 11, 2010 09:31AM Barclays Upgrades Family Dollar (FDO) as Peltz Stake Could Spark PE Reaction
Jul 29, 2010 12:32PM Buckingham Cuts Family Dollar (FDO) to Underperform as Peltz Takes Out 6.6% Stake
Jul 28, 2010 09:44AM Family Dollar Stores (FDO) Issues Response to Nelson Peltz 13D
Jul 28, 2010 09:16AM Nelson Peltz's Trian Shows New 6.6% Stake In Family Dollar Store (FDO); Helds Talks On Improving Sales Per Foot, Utilizing Capital Structure, Creating Value
Jul 28, 2010 09:08AM Nelson Peltz takes 6.6% in Family Dollar Stores Inc. (FDO) - 13d

View Older Stories

Nasdaq		15000.33
	+57.68	(+0.39%)

S&P 500		4486.55
	+7.02	(+0.16%)

Market Snapshot

Free News Feed