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

Best States To Practice Medicine

The 10 Best States to Have a Business

The 12 Most Expensive Apple (AAPL) Apps in the Market

The 10 Richest Billionaires in the World

10 Biggest Kickstarter Failures

The 10 Best Places to Work At

The Top 10 of Google Inc (GOOGL)’s Most Expensive Acquisitions

13 Best Cities to Visit in South America

10 Most Expensive Works of Art of All Time

The 10 Richest Banks in the World

The 10 Best-Paying Jobs in America (2014)

7 Most Expensive Foods in the World

The World’s Top 10 Earning Authors

Five Wicked and Very Expensive Items (and Other “Stuff”) Sold on eBay

10 Biggest Celebrity Bankruptcies

The Top 10 Highest Paid CEOs in 2014

The 10 Most Expensive Real Estate Cities in America

10 Most Expensive States To Live In America

The 10 Best Airlines in the World

The 10 Best-Selling Cars in 2014

The 10 Best Industries to Invest In

The 10 Most Expensive States to Own a Car In

Top 10 Business Schools in US: 2014 Rankings

Top 20 Female Billionaires in 2014

6 Movies That You Should Watch to Better Understand The Cold War

Top 15 Best Paying Jobs for Women in 2014

Top 6 Things Rich People Do Differently Every Day

5 Retirement Mistakes To Avoid (and Einstein’s Famous Quote)

11 Smartest People in the World

6 Films About the Financial World You Need To Watch (While “The Wolf” is Not Around)

Warren Buffett and Billionaires Are Crazy About These 7 Stocks

The Top 10 States With Fastest Internet Speeds

10 Best Places to Visit in USA in August

Top 10 Cities to Visit Before You Die

Top 10 Genetically Modified Food In the US

15 Highest Grossing Movies Opening Weekend

5 Best Poker Books For Beginners

10 Strategies Hedge Funds Use to Make Huge Returns

Top 10 Fast Food Franchises to Buy

10 Best Places to Visit in Canada

Best Summer Jobs for Teachers

10 Youngest Hedge Fund Billionaires

Top 10 One Hit Wonders of the 90s

Fastest Growing Cities In America

Top 10 U.S. Cities for Freelancers

Top 9 Most Popular Free iPhone Apps

Top 10 Least Expensive Private Business Schools in the US

Top 15 Most Expensive Countries in the World – 2014

Top 6 Tax Scams and How to Protect Yourself

Top Businesses to Invest In

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!