Nelson Peltz Stock Picks

Investors looking for Nelson Peltz stock picks need look no further than the long positions filed on form 13F as of 12/31/2023, 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.

Entity	Shares/Amount Change	Position Value Change
Nelson Peltz Stock Pans — Biggest Exited Positions
SYY	-1,223,500	-$80,812

Entity	Shares/Amount Change	Position Value Change
Nelson Peltz Previous Stock Picks — Biggest Position Increases
GE	+373	+$68,877
GEHC	+3	+$12,462
JHG	UNCH	+$137,987
IVZ	UNCH	+$112,681
SYY	UNCH	+$8,663
DIS	-530,451	+$255,809
The Allstate Corporation	-850,520	-$14,957
FERG	-1,224,966	-$81,629
WEN	-1,883,593	-$67,709

Trian Fund Management L.P. Info

Size ($ in 1000's)
At 12/31/2023: $7,006,739
At 09/30/2023: $6,574,555

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

Nelson Peltz Stock Picks | www.HoldingsChannel.com

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