Nelson Peltz WEN Holdings History

Number of Shares
30.42 Mil
Current Holdings Value*
$445.10 Mil
% of Portfolio
11.91%
Total Estimate Gain
$464.66 Mil
% of Total Estimate Gain
58.80%

Nelson Peltz's The Wendy's Co Holding Summary

As of 2025-03-31, TRIAN FUND MANAGEMENT, L.P. held 30.42 Mil shares of The Wendy's Co(WEN), totaling $445.10 Mil. This investment constitutes 11.91% of their stock portfolio, and TRIAN FUND MANAGEMENT, L.P. now holds 15.84% of the outstanding The Wendy's Co(WEN) stock.

The initial trade took place in 2013Q2. And since then Nelson Peltz has made 4 purchases of WEN, at an average price of $7.95, for a total of 99.41 Mil shares. In addition, there have been 13 sales at an average price of $13.04 for 68.99 Mil shares. Based on historical transaction data and WEN's current price of $11.68, Nelson Peltz's estimated gain on his WEN holdings is $464.66 Mil, reflecting a 58.80% gain to date.

Nelson Peltz WEN ($11.68) Holding Chart

Nelson Peltz WEN ($11.68) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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