Market Overview

Billionaire Nelson Peltz's Trian Fund Holds These 11 Stocks


One of the good things about stock trading is that it’s not like grade school; it’s ok to copy the work of the smart kids. And thanks to disclosure regulations, retail investors can see exactly what their favorite billionaire hedge fund managers have been up to every quarter.

Trian Fund Management LP's most recent 13-F filing gives retail investors insight into the current game plan of the fund and it's billionaire leader, Nelson Peltz.

Trian’s founding partner and CEO, Nelson Peltz, is an extremely accomplished investor.

In addition to his role at Trian, Peltz serves as Chairman of the Board at Wendy’s Company (NASDAD: WEN) and also serves on the board of directors of Legg Mason Inc (NYSE: LG), Mondelez International Inc (NASDAQ: MDLZ) and Ingersoll-Rand Inc (NYSE: IR).

Related Link: Greenlight Capital's Q4 Letter To Investors

After a lifetime of smart investing decisions, Peltz has amassed a net worth estimated at $1.65 billion. It goes without saying that when Nelson Peltz makes a trade, the market pays attention.

The following is a list of Trian’s 11 stock holdings as of 4Q14.

11. Tiffany & Co (NYSE: TIF): 13,412 shares valued at $1.43 million

10. Allegion Plc (NYSE: ALLE): 1,655,388 shares valued at $91.81 million

9. Lazard Ltd (NYSE: LAZ): 4,973,851 shares valued at $248.84 million

8. Wendy’s Co: 64,800,245 shares valued at $585.15 million

7. Family Dollar Stores Inc (NYSE: FDO): 8,366,386 shares valued at $662.70 million

6. Legg Mason: 12,887,964 shares valued at $687.83 million

5. Ingersoll-Rand: 12,821,051 shares valued at $812.73 million

4. Bank of New York Mellon Corp (NYSE: BK): 28,897,639 shares valued at $1.78 billion

3. Mondelez International: 46,299,025 shares valued at $1.68 billion (Trian increased its stake in Mondelez during Q4)

2. Pepsico Inc (NYSE: PEP): 17,865,831 shares valued at $1.69 billion

1. Du Pont E I De Nemours & Co (NYSE: DD): 24,313,084 shares valued at $1.80 billion (Du Pont was the only other stake that was increased during Q4)

Trian’s full 13-F filing can be found here.

Posted-In: Long Ideas Hedge Funds Trading Ideas General


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