Nelson Peltz - Trian Fund Management

History Stock Activity ▼ Share change % change to portfolio
Q3  2024
≡ WEN - Wendy's Co. Reduce 3.16% 995,273 0.45
≡ IVZ - Invesco Ltd Reduce 14.88% 4,050,292 1.83
≡ FERG - Ferguson Enterprises Inc. Reduce 34.96% 683,053 3.49
≡ ALL - Allstate Corp. Reduce 69.53% 1,400,061 6.82
≡ GEHC - GE HealthCare Technologies Inc. Reduce 99.70% 1,338,804 3.32
≡ DIS - Walt Disney Co. Sell 100.00% 2,645,583 6.41
≡ RTO - Rentokil Initial plc Sell 100.00% 470,000 0.34
Q2  2024
≡ ALL - Allstate Corp. Reduce 10.00% 223,761 0.87
≡ IVZ - Invesco Ltd Reduce 19.79% 6,716,362 2.45
≡ FERG - Ferguson Enterprises Inc. Reduce 21.65% 539,824 2.55
≡ DIS - Walt Disney Co. Reduce 91.82% 29,692,273 71.94
≡ SYY - Sysco Corp. Sell 100.00% 1,223,500 1.24
Q1  2024
≡ ALL - Allstate Corp. Reduce 19.90% 555,829 1.20
≡ FERG - Ferguson Enterprises Inc. Reduce 40.49% 1,696,565 4.62
Q4  2023
≡ DIS - Walt Disney Co. Reduce 1.61% 530,451 0.68
≡ WEN - Wendy's Co. Reduce 5.65% 1,883,593 0.52
≡ FERG - Ferguson Enterprises Inc. Reduce 22.62% 1,224,966 3.38
≡ ALL - Allstate Corp. Reduce 23.34% 850,520 1.70
Q3  2023
≡ FERG - Ferguson Enterprises Inc. Reduce 1.45% 79,482 0.20
≡ MDLZ - Mondelez International Sell 100.00% 16,530 0.03
Q2  2023
≡ WEN - Wendy's Co. Reduce 4.48% 973,142 0.55
≡ FERG - Ferguson Enterprises Inc. Reduce 6.30% 369,300 1.50
Q1  2023
≡ WEN - Wendy's Co. Reduce 14.32% 3,627,569 2.11
≡ DIS - Walt Disney Co. Reduce 34.48% 3,113,116 8.31
≡ IVZ - Invesco Ltd Reduce 39.13% 21,818,538 9.54
≡ FERG - Ferguson Enterprises Inc. Reduce 47.73% 5,354,181 19.09
≡ SYY - Sysco Corp. Sell 100.00% 4,540 0.01
Q4  2022
≡ SYY - Sysco Corp. Reduce 99.94% 7,173,000 15.80
≡ PG - Procter & Gamble Sell 100.00% 5,589 0.02
Q3  2022
≡ FERG - Ferguson Enterprises Inc. Reduce 12.54% 1,608,430 4.36
≡ SYY - Sysco Corp. Reduce 18.37% 1,615,617 3.01
Q2  2022
≡ SYY - Sysco Corp. Reduce 23.56% 2,710,672 5.05
≡ MDLZ - Mondelez International Reduce 96.39% 434,028 0.53
Q1  2022
≡ SYY - Sysco Corp. Reduce 10.50% 1,350,133 1.85
≡ PG - Procter & Gamble Reduce 97.70% 231,927 0.43
≡ CMCSA - Comcast Corp. Sell 100.00% 19,991,416 13.49
Q4  2021
≡ SYY - Sysco Corp. Reduce 3.95% 528,664 0.56
≡ FERG - Ferguson Enterprises Inc. Reduce 10.50% 1,336,950 3.18
≡ MDLZ - Mondelez International Reduce 94.37% 7,547,664 6.71
≡ PG - Procter & Gamble Reduce 95.50% 5,032,139 11.02
Q3  2021
≡ FERG - Ferguson Enterprises Inc. Reduce 2.96% 388,442 0.67
≡ CMCSA - Comcast Corp. Reduce 3.88% 806,050 0.56
≡ WEN - Wendy's Co. Reduce 4.87% 1,297,290 0.35
≡ MDLZ - Mondelez International Reduce 7.41% 640,237 0.46
≡ PG - Procter & Gamble Reduce 9.02% 522,262 0.91
≡ SYY - Sysco Corp. Reduce 25.14% 4,493,098 4.38
Q2  2021
≡ FERG - Ferguson Enterprises Inc. Reduce 0.72% 94,866 0.15
≡ MDLZ - Mondelez International Reduce 7.95% 745,613 0.54
≡ SYY - Sysco Corp. Reduce 13.24% 2,727,884 2.48
≡ PG - Procter & Gamble Reduce 34.81% 3,093,092 4.88
Q1  2021
≡ PG - Procter & Gamble Reduce 9.56% 938,847 1.50
≡ MDLZ - Mondelez International Reduce 23.35% 2,857,861 1.98
Q4  2020
≡ PG - Procter & Gamble Reduce 3.01% 305,151 0.63
≡ JHG - Janus Henderson Group Reduce 7.36% 1,300,000 0.63
≡ SYY - Sysco Corp. Reduce 15.49% 3,776,235 4.15
≡ NVT - nVent Electric plc Sell 100.00% 5,827,483 1.70
Q3  2020
≡ PG - Procter & Gamble Reduce 6.44% 696,977 1.60
≡ MDLZ - Mondelez International Reduce 22.76% 3,607,362 3.42
≡ GE - GE Aerospace Reduce 45.76% 3,393,637 2.79
≡ NVT - nVent Electric plc Reduce 52.97% 6,563,959 1.91
≡ BK - Bank of New York Mellon Corp. Sell 100.00% 4,383,286 3.06
Q2  2020
≡ GE - GE Aerospace Reduce 7.63% 613,058 0.61
≡ NVT - nVent Electric plc Reduce 8.59% 1,164,379 0.39
≡ BK - Bank of New York Mellon Corp. Reduce 54.82% 5,317,802 3.71
≡ PG - Procter & Gamble Reduce 65.12% 20,208,933 43.70
≡ LM - Legg Mason Sell 100.00% 3,881,704 2.73
Q1  2020
≡ PG - Procter & Gamble Reduce 3.48% 1,119,842 1.78
≡ MDLZ - Mondelez International Reduce 15.84% 2,983,025 2.15
≡ BK - Bank of New York Mellon Corp. Reduce 20.18% 2,453,278 1.19
Q4  2019
≡ PG - Procter & Gamble Reduce 12.22% 4,475,930 5.89
Q3  2019
≡ BK - Bank of New York Mellon Corp. Reduce 3.70% 467,215 0.22
≡ WEN - Wendy's Co. Reduce 6.99% 2,000,000 0.42
≡ PPG - PPG Industries Sell 100.00% 4,224,826 5.20
Q2  2019
≡ PG - Procter & Gamble Reduce 0.19% 71,485 0.08
≡ BK - Bank of New York Mellon Corp. Reduce 4.67% 618,606 0.29
≡ GE - GE Aerospace Reduce 9.39% 831,860 0.74
≡ NVT - nVent Electric plc Reduce 22.86% 4,016,812 1.05
≡ PPG - PPG Industries Reduce 29.38% 1,757,804 2.16
Q1  2019
≡ PG - Procter & Gamble Reduce 3.19% 1,208,738 1.35
≡ WEN - Wendy's Co. Reduce 9.48% 3,000,000 0.57
≡ PPG - PPG Industries Reduce 14.65% 1,026,782 1.24
≡ BK - Bank of New York Mellon Corp. Reduce 17.96% 2,898,936 1.57
≡ SYY - Sysco Corp. Reduce 18.10% 5,121,873 3.66
≡ PNR - Pentair plc Sell 100.00% 8,580,717 3.51
Q4  2018
≡ SYY - Sysco Corp. Reduce 24.84% 9,352,783 6.34
≡ PNR - Pentair plc Reduce 28.71% 3,455,865 1.41
Q3  2018
≡ SYY - Sysco Corp. Reduce 11.53% 4,905,556 3.48
≡ PNR - Pentair plc Reduce 12.39% 1,702,862 0.71
Q2  2018
≡ SYY - Sysco Corp. Reduce 5.08% 2,278,393 1.51
≡ WEN - Wendy's Co. Reduce 7.07% 2,405,292 0.40
≡ PNR - Pentair plc Reduce 10.85% 1,672,138 0.68
Q1  2018
≡ PNR - Pentair plc Reduce 0.00% 225 0.00
≡ WEN - Wendy's Co. Reduce 12.81% 5,000,000 0.89
≡ MDLZ - Mondelez International Reduce 55.72% 23,684,641 9.97
Q4  2017
≡ BK - Bank of New York Mellon Corp. Reduce 29.49% 6,599,057 3.01
≡ DD - DuPont de Nemours Inc. Sell 100.00% 12,526,545 6.68
Q3  2017
≡ BK - Bank of New York Mellon Corp. Reduce 30.89% 10,000,000 4.08
≡ DD-OLD - Du Pont (E.I.) OLD Sell 100.00% 9,390,689 5.71
Q2  2017
≡ MDLZ - Mondelez International Reduce 3.91% 1,727,450 0.56
≡ WEN - Wendy's Co. Reduce 12.35% 5,500,000 0.64