Trian Fund Management

13F from Nelson Peltz's Trian: (All figures in millions of shares.) New Stakes: Pepsi (NYSE: PEP) ~12.03 Modelez (NASDAQ: MDLZ) ~40.3 Raised Stakes: Family Dollar (NYSE: DG) from 8.967 to 8.968 Lowered Stakes: Tiffany (NYSE: TIF) from 1.004 to ~.01 State Street (NYSE: STT) from 3.152 to 2.355...

During an interview with CNBC this morning, Trian Fund Management CEO Nelson Peltz said that as far as the board is concerned, "There have been no discussion of compensation" changes to H. J. Heinz Company (NYSE: HNZ) chief executive William Johnson. Heinz announced this morning that it will be...

Ingersoll-Rand (NYSE: IR) said on Friday that its board is reviewing a number of strategic opportunities, including proposals that were presented by Nelson Peltz's investment firm, Trian Fund Management. The investment firm presented its ideas to Ingersoll-Rand at the company's regular board...

Tiffany & Co. (NYSE: TIF) continues to sparkle in any environment, no matter if it's cloudy or clear. The luxury retailer reported better than expected earnings, and raised its full-year outlook, thanks in large part to bridal season, as well as the increased wealth effect felt around the...

Family Dollar Stores (NYSE: FDO) is set to report earnings tomorrow before the bell and Wall Street will be looking forward to hearing how rising commodity costs are affecting the company's key consumer. The North Carolina-based company is going to report its third-quarter fiscal 2011 results...

The broader markets are getting hammered, but one sector, the dollar stores, are holding up. Names like Family Dollar (NYSE: FDO), Dollar General (NYSE: DG), and Dollar Tree (NASDAQ: DLTR) are all hovering near the flatline, or slightly negative. This comes as the broader markets are all down...

Dollar General Corp. (NYSE: DG) shares are getting crushed in pre-market trading, down nearly 9% after the company missed earnings estimates by 2 cents this morning. The company reported quarterly earnings of 48 cents per share on $3.45 billion in revenues. Wall Street had been expecting earnings...

Dollar General (NYSE: DG) is set to report earnings tomorrow before the bell, and with investors like Bill Ackman, and Nelson Peltz in the space in Family Dollar (NYSE: FDO), perhaps it is time that investors look at the ever growing dollar store space with the industry leader. The company is set...

Peter May, the founding partner and President of Trian spoke at the Ira Sohn Conference and said that he is long Tiffany's (NYSE: TIF), and has been since 2007. May said the company has great free cash flow, a good return on capital, and likes the fact that Tiffany's brand has and always will...

Speaking at the Ira Sohn Investment Conference yesterday, Pershing Sqaure's Bill Ackman gave out a passive idea that if he's right, will give you $70 for every dollar. Ackman was talking about Family Dollar Stores, Inc. (NYSE: FDO), which he believes has significant upside from these levels. The...