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Nelson Peltz

Nelson Peltz's Portfolio

Ticker	# of Shares	Price	Value
GE	4,028,998	$323.11	$1,301,809,544
IVZ	33,940,096	$23.67	$803,362,073
DIS	6,425,050	$101.54	$652,399,577
	1,342,830	$195.32	$262,281,556
WEN	20,732,628	$7.42	$153,836,100
MDLZ	16,530	$58.40	$965,352
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.

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Mar 14, 2011 12:01PM Peltz Trian Issues Letter to Family Dollar Stores (FDO)
Mar 14, 2011 10:39AM Canaccord Genuity Morning Coffee on 99 Cents Only (NDN): Discount Retailers Fetching Premium Prices
Feb 25, 2011 12:12PM Big Lots (BIG) Ticks Higher As CNBC Guest Likes Company In a LBO
Feb 16, 2011 03:06PM Family Dollar (FDO) Round-Up: Analysts Seem Mixed on Peltz Offer
Feb 16, 2011 12:45PM Unusual 11 Mid-Day Movers 02/16: (CYAN) (THLD) (FDO) (LZB) (PLAB) (ELOS) Higher; (TNGN) (GFC) (DSCO) (WRES) (HAWK) Lower
Feb 16, 2011 12:13PM Notable ETF Movers of the Day 02/16: (XRT) (USO) (TAN) Higher; (UNG) (VXX) (UUP) Lower
Feb 16, 2011 11:16AM Morning Movers 02/16: (CYAN) (THLD) (FDO) (LZB) (ELOS) Higher; (TNGN) (DSCO) (GFC) Lower
Feb 16, 2011 09:09AM Pre-Open Movers 2/16: (FDO) (VCLK) (DELL) Higher; (TNGN) (DSCO) (OMX) Lower
Feb 15, 2011 06:13PM After-Hours Movers 02/15: (FDO) (AAN) (RCKY) (VCLK) (MALL) Higher; (DSCO) (DENN) (LOGM) Lower
Feb 15, 2011 05:25PM Nelson Peltz Offers To Acquire Family Dollar Stores (FDO) For $55-$60/Share
Feb 15, 2011 05:24PM Family Dollar (FDO) Shares Rocket 32% Higher as Peltz's Trian Says Offered $55-$60/Share; Sector Moving Higher (DG) (DLTR)
Feb 15, 2011 05:15PM Nelson Peltz Trian offered to acquire Family Dollar Stores Inc. (FDO) for $55-$60 per share.
Feb 14, 2011 10:02AM Peltz's Trian Partners Builds New Stake In Cereal Kellogg (K)
Feb 2, 2011 05:34PM Peltz Agrees with Wendy's/Arby's (WEN) Move to Focus on Wendy's Brand
Jan 20, 2011 07:29AM Arby's (WEN) Put Up For Sale; Shares up 6%
Sep 20, 2010 08:37AM Goldman Sachs Upgrades Family Dollar Stores (FDO) to Neutral
Aug 12, 2010 02:56PM UBS Ups Family Dollar (FDO) to Buy, Price Target Moves from $38 to $50
Aug 11, 2010 09:31AM Barclays Upgrades Family Dollar (FDO) as Peltz Stake Could Spark PE Reaction
Jul 29, 2010 12:32PM Buckingham Cuts Family Dollar (FDO) to Underperform as Peltz Takes Out 6.6% Stake
Jul 28, 2010 09:44AM Family Dollar Stores (FDO) Issues Response to Nelson Peltz 13D
Jul 28, 2010 09:16AM Nelson Peltz's Trian Shows New 6.6% Stake In Family Dollar Store (FDO); Helds Talks On Improving Sales Per Foot, Utilizing Capital Structure, Creating Value
Jul 28, 2010 09:08AM Nelson Peltz takes 6.6% in Family Dollar Stores Inc. (FDO) - 13d
Jul 20, 2010 03:07PM Notable 52-Week High's and Low's of the Day 07/20: SSN, LFL, LINE High; VTG, APPY, MANT, BKS Low
Jul 14, 2010 08:32AM L-3 Com (LLL) Announces New $1B Stock Buyback Program
Jul 13, 2010 12:51PM Unusual 11 Mid-Day Movers 07/13: ADCT, STXS, THLD, OREX, YRCW, VVUS Higher; AMED, CVLT, BPZ, IFLG, BMTI Lower
Jun 18, 2010 08:45AM Dover Saddlery (DOVR) Names Jonathan Grylls to New Position of CSO
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
Mar 31, 2010 10:05AM Roth Capital Upgrades Dover Saddlery (DOVR) to Buy
Mar 25, 2010 09:49AM Peltz Decides Not to Bid for CKE Restaurants (CKR)
Mar 11, 2010 06:43AM Nelson Peltz Considering Bid for CKE Restaurants (CKR)
Jan 11, 2010 01:05PM Notable ETF Movers 1/11: GLD, EWJ, EWO Up; UNG, KRE, USO Down
Jan 5, 2010 04:27PM Notable Insider Trades 1/05: (LM, ACN, CKR, MRVL, JDSU, CHDX, more...)
Jan 4, 2010 04:03PM Notable Insider Trades 1/04: (LM, PTSX, PDCO, BBY, HUN, LF, MAXY, more...)
Dec 29, 2009 04:26PM Notable Insider Trades 12/29 (LM, OPTR, MED, CTXS, AM, COST, more...)
Dec 28, 2009 05:11PM Nelson Peltz's Trian Raises Stake in Legg Mason (LM) to 5.81%
Dec 22, 2009 03:42PM Notable Insider Transactions 12/22 (LM, ICGE, ULBI, NVDA, IGT, THO, more...)
Oct 26, 2009 09:04AM Legg Mason (LM) volatility low; Peltz joining board of directors
Oct 26, 2009 06:40AM Nelson Peltz Elected to Legg Mason (LM) Board As Part of an Agreement
Oct 15, 2009 02:31PM Krispy Kreme (KKD) Higher for Second Straight Session
Aug 14, 2009 05:47PM Nelson Peltz In Fact Raises His Stake In Legg Mason (LM), But Not Nearly As Much As Rumored
Aug 4, 2009 07:44AM Human Genome Sciences (HGSI): Upgraded to Buy at ThinkEquity; target raised to $26 (new Street high)
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
Jun 25, 2009 12:43PM Nelson Peltz Hasn't Raised His Stake In Legg Mason (LM)-WSJ
Jun 25, 2009 07:25AM Deutsche Bank Upgrades Legg Mason (LM) to Hold
Jun 24, 2009 03:31PM Legg Mason (LM) 16K call trade as shares rally on report Peltz buying shares
Jun 24, 2009 02:24PM Reports Peltz Building Large Stake in Legg Mason (LM)
May 18, 2009 03:32PM Peltz's Trian Partners Lowers Stakes in KFT, HNZ, TIF; New Stake in LM

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