Nelson Peltz’s Trian Fund Bets on Mondelez and PepsiCo Among Others

Trian Fund Management LLC, led by Nelson Peltz, focuses on insurance companies, pension funds and university endowments. In a 13F filing, the fund revealed its holding for the fourth quarter. The value of its equity portfolio has marginally increased to $5.93 million from $5.46 million in the third quarter. We have selected five largest holdings – in terms of value – that Trian Fund has held in his equity portfolio, at the end of last year.

TRIAN PARTNERS

Out of the top-five largest value holdings, the first on the list is Mondelez International, Inc., (NASDAQ:MDLZ), a $59.84 billion market cap, snack manufacturing company. The position in the company increased to 41.47 million shares, from 40.95 million shares held in the third quarter of last year. The value of the holding went up to $1.46 billion, compared to $1.29 billion.

Second of the top-five companies in Trian Fund Management’s equity portfolio is PepsiCo, Inc. (NYSE:PEP), the global food and beverage company. The fund has increased the position marginally to 12.35 million shares in the fourth quarter, with an aggregate value of $1.02 billion.

Third on the top-five list is Wendy’s Co (NASDAQ:WEN) with 83.00 million shares, valued at $723.76 million. The position remained flat 0ver the quarter; however, the value of the holding increased from $703.84 million. Wendy’s Co (NASADQ:WEN) is a quick-service restaurant company focused on the hamburger sandwich segment.

Trian Fund’s fourth-largest holding is Ingersoll-Rand Plc (NYSE:IR) with $672.39 million stake. The fund holds 10.92 million shares, sliced from 12.90 million shares held at the end of the third quarter of last year. The company is a diversified global company and provides solutions to enhance air in homes.

And the last but not the least is Legg Mason Inc. (NYSE:LM). The stake has remained unchanged, amassing 12.87 million shares. The value of  holding in the asset management company Legg Mason, however, increased to $560.31 million in the last quarter compared to $430.92 million in the third quarter of 2013.

Disclosure: none

Recommended Reading:

Billionaire Stan Druckenmiller’s Top Stock Picks

Mark Rachesky and MHR Fund Management’s New Stock Moves

John Horseman’s Top Picks From the Latest 13F

blog comments powered by Disqus
Insider Monkey Headlines
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months Click to see monthly returns in table format!

Lists

10 Cities with High Demand for Nurses

6 of the Worst Greeting Card Messages Ever Crafted

6 Ways to Make Money in ArcheAge and Build Your Empire

10 Foods To Eat To Lower Cholesterol Levels

The 10 Most Hated Television Characters of All Time

The 30 Worst Halloween Costume Ideas Ever Brought to Horrible Life

10 Vocational Skills in Demand Today with Jobs Waiting to be Filled

10 Best Places to Visit in Central and South America

The 10 Greatest Empires in History Which Nearly Conquered the World

The 6 Cheapest Boarding Schools In America 2015

5 Clear Reasons LoL is Better than DotA, Continues to Rule MOBAs

The Only 9 Teams with a Chance to Win the Super Bowl

The 15 Most Common Phobias in America that Induce Fits of Panic

Top 6 Least Expensive Tourist Destinations in 2014

Jim Goetz, Peter Fenton, Jim Breyer: Top 6 Venture Investors for 2014

Top 15 Billionaires in 2014

5 Pitfalls To Avoid When Buying a Franchise

Top 20 Medical Schools in the US – 2014 Rankings

4 Business Strategies that Turned Jamie Oliver into the World’s Richest Chef

6 Qualities That Make You A Good Team Player

10 High Paying Seasonal Jobs in America this Holiday Season

The 10 Busiest Shipping Lanes in the World

5 Most Valuable Brands in China

The 10 States with Highest Substance Abuse Rates Crippling Their Populace

The Top 10 Things to Do Before You Die That Will Echo for Eternity

The 10 Best Selling Items on Etsy

Top 10 Things to Do in Tokyo, the Greatest City in the World

10 Mistakes on Social Media that Can Harm You and Will Probably Get You Canned

The 10 Best Cities to Find Jobs in 2014

The 10 Most Controversial Songs Of All Time to Hit (and get Banned from) the Airwaves

The 20 Biggest IPOs in US History

The 10 Best Places to Visit in Mexico that Are Beautiful and Safe

7 Bad Habits that Age You Beyond Your Years

The 40 Best Fortune Cookie Sayings That Will Leave You Bemused, Befuddled, or Beguiled

10 Foods to Eat Before a Workout to Make Every Drop of Sweat Count

The 5 Best Documentaries On Netflix You Must See

The Most Heartwarming and Inspirational Story Of This Halloween Season, It Will Make You Cry and Jump For Joy

10 Best Party Songs of All Time to Bring the House Down With

5 New World Order Conspiracy Theories that Will Strangle the World

The 10 Highest Rated Movies of 2014

The 10 Largest Container Shipping Companies in the World

The 10 Largest Armies in the World: Who Should We Be Afraid Of?

Best Warren Buffett Quotes on Money You Need to Hear

The 10 Highest Suicide Rates by Profession

The 20 Most Underrated Movies of All Time

The 10 Fastest Growing Companies in America

The 10 Biggest Outlet Malls in USA

The 5 Most Popular Rap Songs of All Time

The 10 Countries that Eat the Most Meat

The10 Most Expensive Countries to Fly To

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!