Trian Group - Investor Profile


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Investor Information:

280 Park AvenueTotal AUM ($MM):Login to Access
New York, NY 10017Equity AUM ($MM):Login to Access
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Institutional Investor Background


Trian Group (Trian Fund Management) is a hedge fund manager that was founded by CEO Nelson Peltz, President Peter May, and Vice Chairman Ed Garden in November 2005....

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Investor Regional and/or Country Focus: North America

Founders and Key Executives of Trian Group: Nelson Peltz; Peter May; Ed Garden

Entities related to Trian Group: Trian Fund Management, L.P.; Trian Capital; Triarc; Trian Credit Partners; Wendy's/Arby's Group, Inc.(NYSE: WEN); Triarc Companies*

*Denotes that the person or entity is no longer related to the firm.



Trian Group's Top 10 Equity Holdings


Value
Company (Ticker) ($MM) Shares Change % Out
Mondelez International Inc (MDLZ) 1,233.80 40,300,550 40,300,550 2.28
Pepsico Inc (PEP) 951.76 12,030,846 12,030,846 0.77
Ingersoll-Rand Co (IR) 741.02 13,470,668 0 4.51
Family Dollar Stores Inc (FDO) 529.61 8,968,857 1,293 7.68
Wendys International Inc (WEN) 471.03 83,000,245 0 20.95
Legg Mason Inc (LM) 414.23 12,884,337 0 8.75
Lazard Ltd (LAZ) 191.09 5,598,980 0 4.82
State Street Corp (STT) 139.20 2,355,641 -796,733 0.48
HJ Heinz Co (HNZ) 7.70 106,500 0 0.03
Tiffany & Co (TIF) 0.74 10,651 -993,500 0.01

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Date: January 15th, 2015
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Top Hedge Funds rise by $120 Billion, Up 20% Year-to-Date

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Marty Lipton: Shareholder Champion, Stakeholder Protector or Management Tool?

Date: April 17th, 2013
I do not personally know Marty Lipton, nor have I met him. Based on what I have read about him and by him (he is a prolific writer), he strikes me as...

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Activist Investors Making Big Waves: Knight Vinke, Cevian Capital, Third Point and Trian lead the way

Date: February 12th, 2013
Activist investors more than lived up to their reputations in 2012 with a wave of board invasions that have led to dozens of high-profile shakeups. As...

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2012 Preview - A Quiet(er) Year for Activist Investors?

Date: January 27th, 2012
It seems a little quiet right now. Too quiet. Does this portend a less-contentious year for activist investors? Or just the calm before the storm? At...

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Nelson Peltz’s Trian Fund builds big stake Kraft Foods, Activist Bout #2?

Date: June 29th, 2011
Trian Fund Management LP recently purchased $420 million of Class A shares in Kraft Foods, Inc. This purchase marks Trian Fund’s renewed interest in...

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Nelson Peltz’s Trian Fund takes another shot at Family Dollar Stores

Date: March 16th, 2011
Trian Fund Management LP has its acquisition sights trained on Family Dollar Stores Inc (NYSE: FDO).

Bloomberg reports that in mid February,...

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Hedge Fund Job Report: Baupost Group, Granahan, Samlyn Capital, Trian Group, Paulson & Azentus Capital

Date: March 14th, 2011
In this week’s hedge fund job report, we look at recent hires made by the Baupost Group, Granahan Investment Management, Samlyn Capital, Trian Group,...

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Shareholder Activist Update: Nelson Peltz’s Trian snatches up Family Dollar Stores shares

Date: August 8th, 2010
Since June, Trian Fund Management has been aggressively acquiring shares in Family Dollar Stores, Inc. (NYSE: FDO). At the end of last month, Nelson Peltz’s...

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Nelson Peltz’s Trian Group to launch new hedge fund, Aims for $1.5 billion

Date: July 29th, 2010
Nelson Peltz, co-founder and CEO of hedge fund manager the Trian Group (Trian Fund Management), has begun raising capital for a new hedge fund that will...

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Trian's Nelson Peltz elected to Legg Mason Board

Date: October 27th, 2009
Legg Mason (NYSE: LM), a global asset manager, announced the election of Nelson Peltz to their Board of Directors on Monday. Mr. Peltz, CEO and founding...

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Eton Park Capital Acquires $300mm Stake in Cadbury

Date: September 12th, 2009
In a move pre-empting a potential hostile takeover of confectioner Cadbury plc (NYSE: CBY) by rival Kraft (NYSE: KFT) or other possible suitors, New York...

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SEC Scrutinizes Shareholder Activists use of Swap Agreements

Date: June 24th, 2009
In a Congressional meeting early this week, Mary Schapiro, chairwoman of the SEC, stated that the agency is considering extending the regulatory rules...

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