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Hedge Fund - Trian Partners

Nelson Peltz Bio, Returns, Net Worth

Trian Partners is an activist hedge fund launched by Nelson Peltz, May, and Ed Garden (Peltz’s son-in-law). The fund has investors ranging from insurance companies to pension funds and university endowments. A couple of his investments include Wendy’s (fast-food chain) and Chemtura, which is a chemical manufacturing company.

Trian Partners is an activist hedge fund launched by Nelson Peltz, May, and Ed Garden (Peltz’s son-in-law). The fund has investors ranging from insurance companies to pension funds and university endowments. A couple of his investments include Wendy’s (fast-food chain) and Chemtura, which is a chemical manufacturing company.

Triarc Companies, Inc. is a publicly-traded company that owns brands like Snapple, Stewart’s, and Arby’s – a fast-food chain. Nelson Peltz along with his longtime partner Peter May owns 40 percent of the company, and are major driving forces in the company’s policy and administration circles.

Nelson Peltz currently spends a lot of time and effort on Triarc and Trian. Both derive their names from Triangle Industries, which was Nelson Peltz’s first major acquisition.

In 2004, Peltz was mulling purchasing a share in Krispy Kreme, but he was not satisfied with the released financial statements and communiqués with shareholders. He and May got on Peltz’s Boeing 727 and visited franchise stores in LA, Toronto, Las Vegas, and other cities. Based on his research, he decided to pass on Krispy Kreme – and thus avoided the massive stock slump for Krispy Kreme.

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Nelson Peltz
Fund Profile
Filing Period:
Fund Name: Trian Partners
Manager Nelson Peltz
Portfolio Value $12,330,009,000
Change This QTR +1.05%
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. GE 77,781,541 $2,422,895 -15% 19.65%
2. MDLZ 48,028,124 $2,153,581 +1% 17.46%
3. PEP 18,316,211 $1,830,156 14.84%
4. SYY 42,685,607 $1,750,110 +4% 14.19%
Latest 13D & 13G Filings
Company Symbol Filed By Filing Date Filing
2016-04-12
News, Interviews and Investor Letters
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