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Investors looking for Nelson Peltz stock picks need look no further than the long positions filed on form 13F as of 03/31/2019, versus the prior quarter. Comparing the most recent positions versus those of the prior quarter reveals to investors which stock picks are new investments, which prior picks were exited (arguably these could then be termed "stock pans"), and whether prior picks were sold down or the positions increased. Although the data is only updated quarterly, and funds are only required to report long positions (meaning there may be offsetting short positions we don't know about), this information can still be a great jumping-off point for further research.
EntityShares/Amount
Change
Position Value
Change
PNR -8,580,717-$324,179
EntityShares/Amount
Change
Position Value
Change
GE +6,843+$171,563
NVT +5,775+$79,540
MDLZ +34+$186,180
PPG -1,026,782-$41,313
PG -1,208,738+$334,088
BK -2,898,936-$91,966
WEN -3,000,000+$18,448
SYY -5,121,873-$225,890
Size ($ in 1000's)
At 03/31/2019: $9,343,399
At 12/31/2018: $9,236,928

Combined Holding Report Includes:
TRIAN FUND MANAGEMENT L.P.
PELTZ NELSON
MAY PETER W
GARDEN EDWARD P
Trian Fund Management GP LLC

Trian Fund Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Trian Fund Management L.P. 13F filings. Link to 13F filings: SEC filings

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