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Activist Investor Nelson Peltz' Trian Fund Cut Back On This Stock In Q4, But Held Steady On GE Aerospace
Wednesday, February 18, 2026 - 3:32am | 752Read More...Activist investor Trian Fund Management, led by Nelson Peltz, increased stakes in major industrial and healthcare names while trimming more cyclical financial positions in the fourth quarter, according to its latest quarterly 13F filing for the period ended Dec. 31, 2025. What’s New In Trian...
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Janus Henderson To Go Private In $7.4 Billion Cash Acquisition
Monday, December 22, 2025 - 1:26pm | 443Read More...Janus Henderson Group plc (NYSE:JHG) shares are trading higher after the company agreed to be acquired by Trian Fund Management, General Catalyst and affiliated funds in an all-cash deal valued at around $7.4 billion. • Janus Henderson Group stock is showing exceptional strength. Why is JHG...
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Nelson Peltz's Trian Fund Management Reshaped Portfolio Ahead Of Presidential Election
Thursday, November 14, 2024 - 6:56pm | 585Read More...Trian Fund Management, the hedge fund led by Nelson Peltz, disclosed substantial portfolio changes in its third-quarter 13F filing, making notable exits from major companies before the 2024 U.S. presidential election. What Happened: The fund sold off its entire stakes in GE HealthCare Technologies...
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Disney Still Makes Up A Chunk Of Peltz's Trian Fund Despite $4B Exit, Records Show
Thursday, August 15, 2024 - 4:25pm | 574Read More...Trian Fund Management, an activist investor hedge fund co-founded by billionaire Nelson Peltz, still owns a piece of Walt Disney Company (NYSE:DIS) after reportedly selling its entire position in late May, according to regulatory filings. A quarterly 13-F report filed with the Securities and...
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The Rich Get Richer: How One Billionaire Lost But Still Made Hundreds Of Millions
Thursday, May 30, 2024 - 2:43pm | 430Read More...No one likes to lose. But if losing means making around $1 billion in the process, I'd take it. Nelson Peltz, the activist investor behind Trian Fund Management, upped his stake in Walt Disney Co (NYSE:DIS) last October. By the end of 2023, he owned more than 1% of the company. Peltz used his...
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Disney Board Emerges Victorious In Shareholder Vote, Beats Trian And Blackwells Nominees: Shares Slide Below $120
Wednesday, April 3, 2024 - 2:58pm | 593Read More...The Walt Disney Company (NYSE:DIS) announced a resounding victory against activist investors Wednesday at its annual meeting. The company’s entire slate of 12 directors won “by a substantial margin” against the candidates proposed by investment firms Trian and Blackwells, the...
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Disney Stock In Focus For April 3 Shareholder Meeting: Does Settlement With DeSantis, New 52-Week High Throw Cold Water On Nelson Peltz's Activist Battle?
Friday, March 29, 2024 - 12:00pm | 1001Read More...Media giant Walt Disney Co (NYSE:DIS) saw its stock hit nine-year lows in August 2023. Since that time, shares have rebounded and a key lingering negative item has been settled. With an activist battle ready to play out next week, here's a look at how recent wins by the company could minimize the...
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Star Wars Creator George Lucas Pledges Support In Activist Battle: The Force Is With Disney
Tuesday, March 19, 2024 - 12:03pm | 630Read More...An activist battle against media giant Walt Disney Co (NYSE:DIS) has several investors fighting to make changes at the company. Disney may have secured a key win ahead of its April annual meeting with the force of George Lucas. What Happened: A household name to many movie fans, Lucas founded...
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Disney Activist Battle Rages On With Stock At 52-Week Highs: Can Nelson Peltz 'Restore The Magic'?
Tuesday, March 5, 2024 - 7:51pm | 798Read More...An activist battle against leading media company Walt Disney Co (NYSE:DIS) has been in the works for over a year and has escalated in recent months. Here's an update on the battle against Disney and key items an activist battle thinks could help the media giant. What Happened: Activist investor...
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Bob Iger Vs. Nelson Peltz: A Former Marvel Boss Joins War Over Disney Board
Friday, December 1, 2023 - 2:43pm | 617Read More...Activist investor Nelson Peltz has allies in his latest fight against Disney (NYSE:DIS). But so, too, does Bob Iger, the entertainment conglomerate’s CEO. What Happened: Peltz is attempting his second coup to capture seats on Disney’s board of directors. His first effort ended in...
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Nelson Peltz Bolsters Disney Stake, Seeks Board Positions As Share Prices Tumble: WSJ
Monday, October 9, 2023 - 3:17am | 508Read More...Amid a persistent decline in Walt Disney Co (NYSE:DIS) shares, activist investor Nelson Peltz is escalating his attempts to secure board seats at the company, insiders have disclosed. What Happened: Peltz’s firm, Trian Fund Management, which has become one of Disney’s most significant...
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Disney CEO Bog Iger Faces Challenge As Nelson Peltz Plans Proxy Fight For Board Seat
Thursday, January 12, 2023 - 1:28am | 462Read More...Walt Disney Co (NYSE: DIS) CEO Robert Iger faces a new challenge as activist investor Nelson Peltz is planning to fight for a seat on the company’s board. What Happened: Peltz's Trian Fund Management executives met with Disney’s top...
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Unilever Jumps After Nelson Peltz Joins Board
Tuesday, May 31, 2022 - 12:16pm | 461Read More...Unilever plc (NYSE: UL) shares traded higher by 8% on Tuesday after the company announced activist investor Nelson Peltz is joining the company's board of directors. What Happened? On Tuesday morning, Unilever named Peltz a board member and non-executive director. Peltz will serve as a...
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5 Restaurant Stocks That Could Attract Merger Or Takeover Interest Amid Wendy's-Trian News
Wednesday, May 25, 2022 - 5:23pm | 1145Read More...A top fast food restaurant saw shares jump on rumors of a potential takeover by a leading investor. The move would follow up a busy 2021, which saw several large transactions in the space. Here’s a look at how merger and acquisition activity could shape up in the restaurant sector....
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How To Invest Like Nelson Peltz
Wednesday, December 9, 2020 - 9:05am | 665Read More...Activist investor Nelson Peltz is one of the most well-known investors of his generation. The moves by Peltz into companies are widely followed and typically send stocks trading higher. About Nelson Peltz: The legendary investor started in his family business selling frozen food products after...
















