Nelson Peltz - Trian Fund Management
History | Stock | Activity ▼ | Share change | % change to portfolio |
Q1  2016 | ≡ | SYY - Sysco Corp. | Add 1.37% | 586,344 | 0.26 | ≡ | DD-OLD - Du Pont (E.I.) OLD | Add 1.29% | 261,187 | 0.16 | ≡ | MDLZ - Mondelez International | Add 0.00% | 40 | 0.00 | ≡ | GE - GE Aerospace | Reduce 4.55% | 442,036 | 1.08 | ≡ | PEP - PepsiCo Inc. | Sell 100.00% | 18,316,211 | 14.84 |
Q4  2015 | ≡ | PNR - Pentair plc | Add 5.20% | 676,500 | 0.27 | ≡ | SYY - Sysco Corp. | Add 3.07% | 1,272,707 | 0.42 | ≡ | BK - Bank of New York Mellon Corp. | Add 2.34% | 706,813 | 0.24 | ≡ | MDLZ - Mondelez International | Add 0.00% | 37 | 0.00 | ≡ | GE - GE Aerospace | Reduce 14.12% | 1,598,002 | 3.23 | ≡ | DD-OLD - Du Pont (E.I.) OLD | Reduce 21.62% | 5,577,809 | 3.01 | ≡ | IR - Ingersoll Rand Inc. | Sell 100.00% | 2,835,302 | 1.23 | ≡ | CC - Chemours Co. | Sell 100.00% | 4,879,376 | 0.27 |
Q3  2015 | ≡ | SYY - Sysco Corp. | Add 305.28% | 31,194,482 | 10.38 | ≡ | PNR - Pentair plc | Add 91.57% | 6,216,586 | 2.71 | ≡ | GE - GE Aerospace | Add 82.51% | 5,117,895 | 8.82 | ≡ | DD-OLD - Du Pont (E.I.) OLD | Add 5.04% | 1,238,800 | 0.51 | ≡ | BK - Bank of New York Mellon Corp. | Add 0.01% | 3,064 | 0.00 | ≡ | MDLZ - Mondelez International | Add 0.00% | 34 | 0.00 | ≡ | CC - Chemours Co. | Buy | 4,879,376 | 0.27 | ≡ | WEN - Wendy's Co. | Reduce 24.49% | 13,232,044 | 0.98 | ≡ | IR - Ingersoll Rand Inc. | Reduce 61.10% | 4,453,828 | 1.93 | ≡ | FDO - Family Dollar Stores | Sell 100.00% | 3,679 | 0.00 |
Q2  2015 | ≡ | TIF - Tiffany & Co. | Add 6.32% | 848 | 0.00 | ≡ | MDLZ - Mondelez International | Add 0.01% | 3,936 | 0.00 | ≡ | GE - GE Aerospace | Buy | 6,202,798 | 12.74 | ≡ | PNR - Pentair plc | Buy | 6,788,791 | 4.51 | ≡ | SYY - Sysco Corp. | Buy | 10,218,418 | 3.56 | ≡ | LM - Legg Mason | Reduce 14.34% | 1,848,068 | 0.92 | ≡ | IR - Ingersoll Rand Inc. | Reduce 14.95% | 1,281,163 | 0.83 | ≡ | WEN - Wendy's Co. | Reduce 16.63% | 10,775,664 | 1.17 | ≡ | ALLE - Allegion Plc | Sell 100.00% | 1,655,388 | 1.18 |