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Nelson Peltz

Nelson Peltz's Portfolio

Ticker	# of Shares	Price	Value
GE	4,028,998	$318.43	$1,282,953,834
IVZ	33,940,096	$27.36	$928,601,027
DIS	6,425,050	$100.55	$646,038,778
	1,342,830	$195.32	$262,281,556
WEN	20,732,628	$6.98	$144,713,744
MDLZ	16,530	$62.39	$1,031,307
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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Nelson Peltz Trian lower stake in Sysco, exits Procter & Gamble - 13F Feb 14, 2023 05:34PM

Activist firm Trian cuts holdings in P&G, Mondelez -filing Feb 14, 2022 06:06PM

Peltz's Trian Partners Lifts Stakes in Comcast (CMCSA), Invesco (IVZ), and Janus Henderson (JNS) - 13F Nov 16, 2020 05:13PM

Nelson Peltz's Trian Partners Adds to PPG (PPG), Lowers Sysco (SYY) (more..) - 13F Nov 14, 2018 05:00PM

Change Ahoy: Mondelez's new strategy weighs on earnings outlook Sep 7, 2018 03:08PM

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Aug 9, 2018 12:09AM Hungry for growth, food makers seek new flavor of CEO
Feb 13, 2018 09:52AM Peltz steps down from Mondelez board, Trian president to take seat
Feb 13, 2018 09:03AM Nelson Peltz to Step Down from Mondelez (MDLZ) Board; Appoints Debra Crew and Peter May to Board
Feb 13, 2018 09:00AM Mondelēz International Appoints Debra Crew and Peter May to Board of Directors; Nelson Peltz to Step Down
Feb 13, 2018 09:00AM Mondelēz International Appoints Debra Crew and Peter May to Board of Directors; Nelson Peltz to Step Down
Jan 9, 2018 10:04PM Activist Peltz to CEOs: We'll work with you
Nov 14, 2017 05:15PM Nelson Peltz Trian Raises PG (PG), Lowers Bank of New York (BK), General Electric (GE)
Oct 10, 2017 01:01AM Procter & Gamble foresees proxy war victory, Peltz refuses to concede
Sep 19, 2017 12:30PM Procter & Gamble (PG) Says Peltz's Track Record Shows He Has 'No Magic'
Sep 6, 2017 05:20PM Trian proposes shake-up to P&G's structure and strategy
Aug 14, 2017 06:24AM Peltz's Trian Fund 13F Shows Increase in Proctor & Gamble (PG), GE (GE) (more...)
May 10, 2017 07:00AM Nelson Peltz's Trian Sells ~1.73M Mondelez Int'l (MDLZ) Shares
Apr 9, 2017 04:46PM Mondelez lays groundwork to replace its CEO: WSJ
Feb 14, 2017 05:42PM Nelson Peltz Trian Enters Procter & Gamble (PG), Raises Wendy's (WEN) (more...) - 13F
Feb 14, 2017 10:53AM General Mills (GIS) Gains on Rumors
Dec 5, 2016 10:46AM Trian's Peltz started building new stake in undisclosed company: CNBC
Nov 14, 2016 05:10PM Trian Fund's 13F Shows Slight Increases in Bank of New York (BK), Sysco (SYY), Trimmed Stakes in Du Pont (DD), GE (GE)
Aug 29, 2016 04:51PM Mondelez abandons pursuit of U.S. chocolate maker Hershey
Jun 30, 2016 10:54AM Hershey rejects $23 billion Mondelez takeover offer
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 25, 2016 11:19AM Bernstein Sees Multiple Ways to Win in Mondelez (MDLZ); End-Game Points to M&A
Jan 20, 2016 04:11PM U.S. hedge funds boast lower losses as markets tumble further
Nov 13, 2015 04:28PM Peltz's Trian Fund 13F Shows New Stake in Chemours (CC), Increase in GE (GE), Sysco (SYY) (more...)
Oct 1, 2015 04:04PM Exclusive - Mondelez seeks European cheese and grocery asset sale: sources
Sep 25, 2015 01:10AM US companies quicker to give board seats to activists
Sep 25, 2015 01:10AM US companies quicker to give board seats to activists
Sep 25, 2015 01:10AM US companies quicker to give board seats to activists
Sep 25, 2015 01:10AM U.S. companies quicker to give board seats to activists
Sep 25, 2015 01:10AM US companies quicker to give board seats to activists
Sep 25, 2015 01:10AM US companies quicker to give board seats to activists
Sep 25, 2015 01:10AM US companies quicker to give board seats to activists
Sep 25, 2015 01:10AM US companies quicker to give board seats to activists
Aug 24, 2015 07:24AM Mondelez Int'l (MDLZ) CEO Rosenfeld Said Open to Sale
Aug 14, 2015 04:54PM Peltz's Trian Fund Confirms Sysco (SYY), Pentiar (PNR) Stakes - 13F
Aug 7, 2015 09:30AM Ackman Looks for 3G Acquisition of Mondelez Int'l (MDLZ) with Help from Peltz - NYP
May 15, 2015 04:51PM Peltz's Trian Fund 13F Shows Increase Stakes in Mondelez (MDLZ), Pepsi (PEP), Liquidated Lazard (LAZ) ...
Apr 2, 2015 12:47PM Mondelez Int'l (MDLZ) is a 'Great Company', Nelson Peltz says on CNBC
Jan 8, 2015 05:14PM Peltz Trian Fund Raises Stakes in Du Pont (DD) and Mondelez (MDLZ) - 13F
Nov 13, 2014 04:48PM Peltz's Trian Lifts Stakes in Pepsi (PEP), Legg Mason (LM), Cuts Lazard (LAZ) in Q3
Oct 22, 2014 10:43AM Mondelez (MDLZ) Added to Focus List at Credit Suisse
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...)
Jan 21, 2014 07:13AM Nelson Peltz to Join Mondelez (MDLZ) Board
Nov 14, 2013 05:13PM Peltz Trian Fund Lifts Legg Mason (LM) Stake Slightly; Exits Sothebys (BID) and State Street (STT) (more..)
Oct 7, 2013 07:26AM Peltz Seeks Investor Support for Potential PepsiCo (PEP) Board Run
Sep 3, 2013 08:17AM Mondelez (MDLZ) Announces Supply Chain Network Overhaul; Sees Billions in Savings
Aug 14, 2013 05:04PM Peltz Trian Fund Shows New Stake in DuPont (DD), GNC (GNC), (more...)
Jul 19, 2013 04:02PM Top 10 News for Week Ending 07/19: No 'Preset' Course for QE; Big Names, Big EPS Moves; Detroit Goes Belly-Up

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