Investors looking for Nelson Peltz stock picks need look no further than the long positions filed on form 13F as of
06/30/2019, 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.
Size ($ in 1000's)
At 06/30/2019: $9,475,024 At 03/31/2019: $9,343,399
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