Zero Hedge has a post on Pershing Square’s most recent 13F. The most notable change is a big position in Citigroup: He’s also increased his position in Kraft, which is interesting because Nelson Peltz has completely sold out of Trian’s position: Trian has been whittling down its stake in Kraft since last year, when Kraft [...]
Posts Tagged ‘Nelson Peltz’
Ackman piles into Citi (C), increases position in Kraft (KFT) while Peltz sells out
Posted in Activist Investors, Pershing Square Capital Management, William A. Ackman, tagged Nelson Peltz, William A. Ackman on August 17, 2010 | 1 Comment »
Peltz files 13D for Family Dollar Stores Inc (NYSE:FDO)
Posted in About, Activist Investors, Value Investment, tagged Family Dollar Stores Inc (NYSE:FDO), Nelson Peltz on July 30, 2010 | Leave a Comment »
Nelson Peltz’s Trian Fund Management has disclosed a 6.6% stake in Family Dollar Stores Inc (NYSE:FDO). The Purpose of Transaction item on the 13D discloses fairly standard boilerplate, although a buyback seems to be in the plans: The Filing Persons acquired the Shares and Options (collectively, “Issuer Securities”) because they believe that the Shares are currently [...]
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