NP

Nelson Peltz

13F
TRIAN FUND MANAGEMENT, L.P.
Last update 2023-05-25 8 Stocks (0 new)
Value $3.75 Bil Turnover 0 %
Top Holdings: JHG(22.63%) FERG(20.91%) DIS(15.79%) IVZ(14.84%) WEN(12.60%)
Portfolio Report

Nelson Peltz Profile

Nelson Peltz has been CEO and a Founding Partner of Trian since November 2005. Mr. Peltz serves as the non-executive Chairman of The Wendy’s Company. Peltz is also a director of The Procter & Gamble Company, Invesco Ltd. and Madison Square Garden Sports Corp. (f/k/a The Madison Square Garden Company). Trian invests in a concentrated portfolio of undervalued and underperforming public companies, typically within the Consumer, Industrial and Financial Services sectors, where it aims to enhance long-term shareholder value through operational and strategic initiatives.

Nelson Peltz Investing Philosophy


Trian aims to bring an ownership mentality to public market investing through the following pillars:
Asymmetric Risk/Reward: Trian's focus on high-quality, mid-to-large cap companies with time-tested business models offers a favorable risk/reward dynamic and less competition among peers given barriers to entry.
Long-Term, Operational Focus: Trian's private equity-like, operations-centric investment process is designed to generate income statement initiatives focused on driving earnings growth over the long term.
Collaborative Engagement: Trian's approach as a highly engaged shareowner with significant reputational capital allows Trian to build trust with management teams, boards and other stakeholders.
ESG: Trian promotes and supports, particularly through board representation, the implementation of ESG initiatives that it believes will lead to improved company culture and drive long-term financial performance.
Summary Stock Picks Current Portfolio
Nelson Peltz's Top Stock Picks View Full List
Ticker
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change

Nelson Peltz Total Holding History ($B)

To

Nelson Peltz's Asset Allocation

To

Nelson Peltz Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Nelson Peltz's Hypothetical Growth since 2023-03-31

Nelson Peltz's Yearly Returns

Year Portfolio % % Excess Gain %

Nelson Peltz's Holdings Heat Map

Size field:

Nelson Peltz's Holdings Bubble Chart

Nelson Peltz News

  • 1
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Buffett Assets Allocation
Company
About GuruFocus Career Contact Us ETF ADV Part 2A ADV Part 2B ADV Part 3 Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Follow Us
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. This investment adviser does not provide advice to individual investors. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes provided by InterActive Data. Fundamental company data provided by Morningstar, updated daily.
© 2004-2023 GuruFocus.com, LLC. All Rights Reserved.