Send to a Friend Font Size: Increase Decrease

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.

Login to help us fill in information about this entity.

Peltz's Trian Can Now Buy Up to 32.5% of Wendy's (WEN), Reviewing Operations on Continuing Basis Dec 2, 2011 08:44AM

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

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

Peltz Agrees with Wendy's/Arby's (WEN) Move to Focus on Wendy's Brand Feb 2, 2011 05:34PM

Arby's (WEN) Put Up For Sale; Shares up 6% Jan 20, 2011 07:29AM

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
Aug 14, 2009 05:47PM Nelson Peltz In Fact Raises His Stake In Legg Mason (LM), But Not Nearly As Much As Rumored
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
May 18, 2009 03:32PM Peltz's Trian Partners Lowers Stakes in KFT, HNZ, TIF; New Stake in LM
Feb 19, 2009 01:48PM Nelson Peltz Loads Up On Doughnuts and Burgers (KKD, CKR)
Dec 8, 2008 07:48AM Trian Partners Waives Conditions to Wendy's/Arby's Tender (WEN) Offer
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
Sep 5, 2008 03:13PM Nelson Peltz Bet On UST Pays Off...What's Next?
Aug 14, 2008 04:55PM Operational Activist Investor Nelson Peltz Builds A Stake In P.F. Changs (PFCB)
Aug 14, 2008 12:06PM Peltz's Trian Fund 13F Shows Stakes In Another Casual Diner, Makes Bets On Tobacco, Says Goodbye to Starbucks
Apr 24, 2008 08:06AM Triarc (TRY) and Wendy's (WEN) Sign Definitive Merger Agreement
Apr 24, 2008 08:00AM Wendy's (WEN) To Announce Transaction With Operational, Activist Investor Peltz
Apr 18, 2008 08:59AM Trian Sends Letter To Wendy's (WEN) Board--Wendy's Denied Trian's Two Acquisition Proposals
Feb 11, 2008 09:51AM Peltz Trian Fund To Nominate Persons To Wendy's (WEN) Board

Nelson Peltz

Nelson Peltz's Portfolio

Free News Feed