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Nelson Peltz Profile
Trian Fund Management is an investment management company owned by its employees. The company was established in 2005 by cofounding partners Nelson Peltz, Peter William May, and Edward Patrick Garden and is currently based out of New York City. The company is held in a controlling majority by Nelson Peltz, who is the current CEO of the firm, with over 50% ownership with the rest of the ownership split amongst Edward Patrick Garden, the current CIO, Peter William May, the current President, and other various key executives. The company utilizes a fundamental analysis to make its investment decisions in various public equity and alternative investment markets on a global scale, focusing on locating undervalued stocks. Trian Fund Management currently has 40 employees with 17 of them being investment professionals. The company invests most heavily in the consumer staples sector, which alone makes up over 40% of its asset allocations, and also invests in the finance, materials, consumer discretionary, and industrials sectors. Unlike other companies, its top 10 holdings make up 100% of its total holdings and includes E. I. du Pont de Nemours & Co., PepsiCo Inc., and Mondelez International Inc., which each make up over a fifth of its total holdings, among others to a lesser degree. Trian Fund Management currently has over $11 billion in total assets under management spread across 22 accounts, all of which are discretionary. Both of the company’s total number of accounts and assets under management have been increasing in recent years with its number of accounts held growing from 8 accounts five years ago and its total managed assets growing significantly from under $3 billion to experience over a threefold growth to its current amount. The company’s client base is made out of two thirds pooled investment vehicles and one third other client type.
TRIAN FUND MANAGEMENT, L.P. has disclosed 9 total holdings in their latest 13F filing with the SEC for the portfolio date of 2021-06-30. The current portfolio value is calculated to be $8.55 Bil. The turnover rate is 3%.
In Nelson Peltz's current portfolio as of 2021-06-30, the top 5 holdings are not including call and put options. Nelson Peltz did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Nelson Peltz, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Nelson Peltz, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Nelson Peltz.
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