Skip to content

Search

Search managers or tickers

Trian Partners

Q2 2013 13F · by Nelson Peltz, CEO

As of
Jun 30, 2013
Filed
Aug 14, 2013
US stock
$5.1B
Positions
12
Options notional
$0
Documents
1· no amendments

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

  • US stock listed on a US exchange 100.0%
  • Foreign stock not listed in the US 0.0%
  • Notes debt, at principal 0.0%
  • Puts at notional value 0.0%
  • Calls at notional value 0.0%

Moves

First filing on record. Nothing to compare against.

The book

Very concentrated · behaves like 7 equal-sized positions

  1. Very concentrated
  2. Concentrated
  3. Focused
  4. Diversified

Turnover · first filing on record

  1. Low
  2. Moderate
  3. High

Top 5 positions77% of US stock

  1. MDLZ Mondelez International, Inc. Class A held held23.0%
  2. PEP PepsiCo, Inc. held held19.8%
  3. unresolved Ingersoll-Rand Plc held held14.7%
  4. unresolved Family Dlr Stores Inc held held10.3%
  5. WEN The Wendy's Company held held9.5%

Positions12 in this filing · 0 exited

MDLZMondelez International, Inc. Class A23.00%40,946,850$1.2Bheld—new
PEPPepsiCo, Inc.19.76%12,270,046$1.0Bheld—new
unresolvedIngersoll-Rand Plc14.73%13,470,668$748Mheld—new
unresolvedFamily Dlr Stores Inc10.26%8,364,997$521Mheld—new
WENThe Wendy's Company9.53%83,000,245$484Mheld—new
LMLegg Mason, Inc.7.87%12,884,337$400Mheld—new
unresolvedDu Pont E I De Nemours & Co5.97%5,778,403$303Mheld—new
LAZLazard, Inc.4.24%6,702,380$215Mheld—new
STTState Street Corporation2.39%1,862,816$121Mheld—new
BIDTribeca Strategic Acquisition Corp. Class A1.55%2,074,182$79Mheld—new
GNCIQGnc Holdings Inc-cl A0.68%776,898$34Mheld—new
TIFTiffany & Co.0.02%10,651$776,000held—new

Source

Form
13F-HR
Reading
0 defects · 3 unresolved
Options
none in this filing
Notes
none in this filing
SEC cross-check
SEC data set not published yet