Nelson Peltz
Trian Fund Management, L.P.
·
CIK
1345471
Nelson Peltz is the activist investor leading Trian Fund Management.
14 Aug 2024
Last Update
AUM
$4.1BHoldings
13ROI %
38.99%QoQ%
10.29%Avg. Holding Period
3y
Sector Allocation
Consumer Defensive
Industrials
Financial Services
Other
Consumer Cyclical
Basic Materials
Healthcare
Communication Services
Trade Activity
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Discover the most recent trades made by this Billionaire.
Ticker
Name
Activity
Shares
Price
Total Shares
Quarter
Filing Date
Form
DIS
DIS
Sell
29,692,273
$99.29
2.65M
Q2 2024
14 Aug 2024
13F-HR
SOLV
SOLV
$52.88
5.36M
Q2 2024
14 Aug 2024
13F-HR
GE
GE
Sell
1,019,643
$158.97
4.03M
Q2 2024
14 Aug 2024
13F-HR
FERG
FERG
Sell
539,824
$193.65
1.95M
Q2 2024
14 Aug 2024
13F-HR
IVZ
IVZ
Sell
6,716,362
$14.96
27.22M
Q2 2024
14 Aug 2024
13F-HR
SYY
SYY
Sell
1,223,500
$81.18
-
Q2 2024
14 Aug 2024
13F-HR
UHALB
UHALB
$60.02
909.3K
Q2 2024
14 Aug 2024
13F-HR
ALL
ALL
Sell
223,761
$159.66
2.01M
Q2 2024
14 Aug 2024
13F-HR
UHAL
UHAL
$61.73
389.7K
Q2 2024
14 Aug 2024
13F-HR
RTOKY
RTOKY
$29.65
470K
Q2 2024
14 Aug 2024
13F-HR
WEN
WEN
$16.96
31.51M
Q2 2024
14 Aug 2024
13F-HR
WEN
WEN
Sell
1,000,000
$17.18
14.94M
Q3 2024
09 Aug 2024
4
FERG
FERG
Sell
1,696,565
$218.43
2.49M
Q1 2024
15 May 2024
13F-HR
ALL
ALL
Sell
555,829
$173.01
2.24M
Q1 2024
15 May 2024
13F-HR
FERG
FERG
Sell
1,224,966
$193.07
4.19M
Q4 2023
14 Feb 2024
13F-HR
ALL
ALL
Sell
850,520
$139.98
2.79M
Q4 2023
14 Feb 2024
13F-HR
DIS
DIS
Sell
530,451
$90.29
32.34M
Q4 2023
14 Feb 2024
13F-HR
WEN
WEN
Sell
1,883,593
$19.48
31.47M
Q4 2023
14 Feb 2024
13F-HR
GE
GE
$101.86
5.05M
Q4 2023
14 Feb 2024
13F-HR
GEHC
GEHC
$77.32
1.34M
Q4 2023
14 Feb 2024
13F-HR
DIS
DIS
$81.05
32.87M
Q3 2023
14 Nov 2023
13F-HR
ALL
ALL
$111.41
3.64M
Q3 2023
14 Nov 2023
13F-HR
