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Nelson Peltz

Nelson Peltz's Portfolio

Ticker	# of Shares	Price	Value
KFT	17,311,152	$37.35	$646,571,528
FDO	7,228,695	$58.31	$421,505,206
WEN	76,623,145	$5.26	$403,037,743
STT	9,727,966	$40.62	$395,149,979
LM	14,702,269	$24.05	$353,589,570
TIF	4,481,994	$64.65	$289,760,913
DPZ	5,921,150	$33.60	$198,950,640
PEP	2,355,093	$66.04	$155,530,342
SPY	775,000	$124.17	$96,231,750
HNZ	1,065,584	$53.78	$57,307,108
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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Peltz's Trian Shows Big New Stake In PepsiCo (PEP); Lifts Stakes In Legg Mason (LM) and State Street (STT) Nov 15, 2011 10:32AM

Pre-Open Movers 9/29: (HGIC) (TWI) (HPQ) Higher; (BDSI) (INSU) (AMD) Lower (more...) Sep 29, 2011 09:25AM

The Lowdown on Family Dollar Stores (FDO)/Nelson Peltz News Sep 29, 2011 09:05AM

Shares of Family Dollar (FDO) falling in pre-open trade following 13D filing from Nelson Peltz's Trian Sep 29, 2011 08:51AM

Peltz's Trian Makes New Bet on Domino's (DPZ), Ups Stakes in State Street (STT) and Kraft (KFT) Aug 16, 2011 04:50PM

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

Nelson Peltz

Nelson Peltz's Portfolio

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