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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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Trian's Nelson Peltz says Wendy's shares undervalued Feb 18, 2026 09:49AM

Nelson Peltz calls Wendy's "undervalued," says spoke to other investors, open to activism Feb 18, 2026 09:45AM

TD Cowen Reiterates Hold Rating on Wendy's (WEN) Sep 9, 2024 08:46AM

Wendy's (WEN) Appoints Arthur Winkleblack as Board Chair Sep 9, 2024 06:14AM

The Wendy's Company Appoints Arthur Winkleblack Chairman of the Board Sep 6, 2024 05:10PM

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Jan 18, 2024 04:30PM Wendy's (WEN) Announces CEO Succession, Reaffirms Guidance
Jan 18, 2024 04:30PM Wendy's Announces CEO Succession
Dec 14, 2023 04:32PM Wendy's (WEN) Appoints Wendy Arlin to its Board
Dec 14, 2023 04:30PM The Wendy's Company Announces Election of Wendy Arlin to Board of Directors
Dec 14, 2023 10:31AM Trian Nominates Two Candidates to Disney (DIS) Board
Dec 14, 2023 10:30AM Trian Nominates Two Candidates to The Walt Disney Company Board
Mar 28, 2023 08:32AM Wendy's (WEN) Appoints Michelle Caruso-Cabrera to its Board
Mar 28, 2023 08:30AM The Wendy's Company Announces Addition of Michelle Caruso-Cabrera to Board of Directors
Feb 14, 2023 05:34PM Nelson Peltz Trian lower stake in Sysco, exits Procter & Gamble - 13F
Jan 13, 2023 10:23AM Wendy's (WEN) stock rises after announcing share repurchase program, increased dividend
Jan 13, 2023 08:04AM Peltz's Trian Fund says it will not pursue takeover bid for Wendy's
Jan 13, 2023 07:01AM Wendy's (WEN) Reports Prelim Q4 and FY22 Results
Jan 13, 2023 07:00AM THE WENDY'S COMPANY REPORTS PRELIMINARY FOURTH QUARTER AND FULL YEAR 2022 RESULTS
Sep 12, 2022 01:00PM Wendy's (WEN) Options See Action Amid Continued Speculation
May 25, 2022 09:14AM Pre-Open Stock Movers 05/25: Retailers Express, Nordstrom Gain Following Earnings; Verrica Pharma Sinks on FDA CRL (more...)
May 25, 2022 07:07AM Wendy's (WEN) Exploring Strategic Options with Trian Partners - Keybanc
May 25, 2022 06:44AM Nelson Peltz's Trian Fund Considers Buying Wendy's (WEN), Analyst Says Deal is Feasible
May 25, 2022 06:10AM Wendy's (WEN) Exploring Strategic Options with Trian Partners - Keybanc
May 24, 2022 05:41PM After-Hours Stock Movers 05/24: Wendy's Gains on Possible Peltz Deal, Nordstrom Up Following Earnings (more...)
May 24, 2022 05:22PM Wendy's (WEN) Shares Surge as Large Holder Nelson Peltz to Explore Potential Deal
May 24, 2022 05:10PM Wendy's (WEN) Gains as Peltz' Trian to Explore Transaction
Nov 8, 2021 08:03AM Wendy's (WEN) Appoints Richard H. Gomez to its Board
Nov 8, 2021 08:00AM The Wendy's Company Announces Addition of Richard H. Gomez to Board of Directors
Oct 20, 2021 12:40PM Wendy's (WEN) Gains as Peltz Discusses on CNBC
Nov 16, 2020 05:13PM Peltz's Trian Partners Lifts Stakes in Comcast (CMCSA), Invesco (IVZ), and Janus Henderson (JNS) - 13F
Nov 14, 2018 05:00PM Nelson Peltz's Trian Partners Adds to PPG (PPG), Lowers Sysco (SYY) (more..) - 13F
Aug 16, 2018 09:16AM Wendy's (WEN) Announces Sale of Ownership Interest in Inspire Brands for $450 Million, Approves $100 Million Buyback
Aug 16, 2018 09:15AM The Wendy's Company Sells Ownership Interest in Inspire Brands for $450 Million
Jun 7, 2018 10:17AM Cramer Says Nelson Peltz Will Have News on Wendy's (WEN) - Bloomberg, Citing Conf.
Jan 9, 2018 10:04PM Activist Peltz to CEOs: We'll work with you
Nov 14, 2017 05:15PM Nelson Peltz Trian Raises PG (PG), Lowers Bank of New York (BK), General Electric (GE)
Sep 19, 2017 12:30PM Procter & Gamble (PG) Says Peltz's Track Record Shows He Has 'No Magic'
Aug 14, 2017 06:24AM Peltz's Trian Fund 13F Shows Increase in Proctor & Gamble (PG), GE (GE) (more...)
Jul 20, 2017 09:01AM Wendy's (WEN) Names Kristin Dolan to Board of Directors
Jul 20, 2017 09:00AM The Wendy's Company Announces Addition of Kristin A. Dolan to Board of Directors
Feb 14, 2017 05:42PM Nelson Peltz Trian Enters Procter & Gamble (PG), Raises Wendy's (WEN) (more...) - 13F
Dec 6, 2016 08:41PM Peltz's Trian Adds Nearly 4M Shares of Wendy's (WEN)
Nov 14, 2016 05:10PM Trian Fund's 13F Shows Slight Increases in Bank of New York (BK), Sysco (SYY), Trimmed Stakes in Du Pont (DD), GE (GE)
May 26, 2016 08:34AM Wendy's (WEN) Names Todd Penegor CEO
May 26, 2016 08:30AM The Wendy's Company Appoints Todd Penegor Chief Executive Officer
May 13, 2016 02:13PM Peltz Trian Fund Raises Pentair (PNR), Sysco (SYY) Stakes; Liquidates PepsiCo (PEP) (more...)
Nov 13, 2015 04:28PM Peltz's Trian Fund 13F Shows New Stake in Chemours (CC), Increase in GE (GE), Sysco (SYY) (more...)
Oct 5, 2015 09:00AM The Wendy's Company CEO Emil Brolick Announces Mid 2016 Intent To Retire And Succession Plans
Aug 14, 2015 04:54PM Peltz's Trian Fund Confirms Sysco (SYY), Pentiar (PNR) Stakes - 13F
Jul 8, 2015 08:30AM The Wendy's Company Announces Final Results Of Tender Offer
Jul 1, 2015 08:40AM Wendy's (WEN) Reports Preliminary Results from Modified Dutch Auction
Jul 1, 2015 08:30AM The Wendy's Company Announces Preliminary Results Of Tender Offer
Jun 3, 2015 07:35AM The Wendy's Company Announces Commencement of $639.0 Million Modified Dutch Auction Tender Offer for Its Common Stock
Jun 3, 2015 07:33AM Wendy's (WEN) Announces $1.4B Common Stock Buyback Plan; Eases FY15 EPS Outlook
Jun 3, 2015 07:30AM The Wendy's Company Announces $1.4 Billion Share Repurchase Program, Sale Of Bakery Operations And Updates 2015 And Long-Term Outlook

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