Investing guru, Nelson Peltz's latest portfolio

Nelsons Peltz's portfolio as of Mar 31 submitted May 14, 2008 based on Trian Partners General Partner LLC.

Deerfield Cap Corp. (DFR, increased)
Dec 31: 205,642
Mar 31: 9,835,010
Value: $13.8 million

The firm invests in real estate-related securities, commercial mortgage backed securities, bank loans, leveraged finance securities and alternative assets. 52 week high was $16.50 but now currently trading around $1.00.

K12 Inc. (LRN, no change)
Mar 31: 100,264
Value: $1.9 million

Wendy's Intl Inc. (WEN, no change)
Mar 31: 4,220,004
Value: $132 million

H.J. Heinz Co. (HNZ, no change)
Mar 31: 12,465,492
Value: $587 million

Lionsgate (LGF, increased)
Dec 31: 1,662,231
Mar 31: 4,684,929
Value $53 million

Chemtura (CEM, no change)
Mar 31:7,499,031
Value: $81 million

Tiffany & Co.(TIF, reduced)
Dec 31: 7,057,250
Mar 31: 1,434,163
Value: $65 million

SPDR TR Puts (SPY, reduced)
Dec 31: 7,531,800
Mar 31: 4,588,300
Value: $651 million

It looks like these are spider puts. If so, Peltz is still not bullish on the economy at all with such a big position.

Nelson Peltz also disclosed that his investment fund bought a stake in the specialty coffee retailer, Starbucks (SBUX).

In a filing with the Securities and Exchange Commission Thursday, Peltz's Trian Fund reported it purchased 842,070 shares as of March 31. According to a May 5 regulatory filing, Starbucks has about 728 million shares outstanding, Trian's stake represents about one tenth of 1 percent of the company's shares.

People are making a big fuss over Peltz's stake but when you calculate it, it's just only $14 million stake...what's the big deal??

Billionaire Stock Investor Nelson Peltz strikes a deal with Wendys

"After at least two rejections, billionaire Nelson Peltz has finally succeeded in landing Wendy's in a $2.3 billion deal that would add the chain known for its square burger and chocolate Frosty dessert to his ownership of Arby's and its roast beef sandwiches.....

Triarc will pay about $26.78 per share for the company, which has about 87 million shares outstanding...."-Stock Article Link

This deal is pretty amazing considering Triarc (TRY) is only worth $600 million market cap but is able to gobble up a $2.3 billion company with an all stock deal. Hats off for Nelson Peltz but almost every message board I've read on this transaction has been on the negative side. Looking at Yahoo's Finance on TRY stats shows debt/equity of 1.64 and ROE of 3.26%. This doesn't indicate to me of a well run company....

.....anybody for roast beef??

Investing guru, Nelson Peltz gets a 10% stake in CAKE

Nelson Peltz's Star Trust revealed a ten percent stake in the Cheesecake Factory (CAKE). The activist investor also requested and received early termination notice from the FTC, which is required under the Hart-Scott-Rodino antitrust law for the acquisition of stocks or assets greater than $50 million.

The stock has been trading near it's 52 week low in the low $20's.

Peltz Eyes Cheesecake Factory

Robert Olstein, chairman of Olstein Capital Management LP, told Dow Jones Newswires he believes that "professional management" should replace CEO David Overton at the casual-dining chains operator. Funds Olstein's firm controls own about 1.3 million shares, or about 2%, of Cheesecake Factory.

The chain, which Overton founded in 1978, has an enviable reputation among restaurateurs as commanding among the highest sales per square foot in casual dining, and for having a concept that shopping mall developers covet as a traffic magnet.

While Olstein complimented Overton for having "done a great job as an entrepreneur," he contended that Cheesecake's 139 namesake restaurants could significantly increase returns to shareholders by charging more for food and, perhaps, trimming portion sizes.

"There's no cost containment," Olstein said, asserting that meals are underpriced 8%-10% and that Cheesecake's business wouldn't suffer with an upward adjustment. He noted that the restaurants often have long waits and that they serve dishes so large that "two people can eat them and bring food home."

Complaining that Cheesecake's share price had been essentially flat since he began buying it in the summer of 2006, the Purchase, N.Y.-based investor said the stock "could be worth between $30 and $35 a share, assuming they're running the company right."

Investing guru, Nelson Peltz increases Cadbury Stake

Nelson Peltz's Trian Group raised its stake in the business to 4.5 percent from 3.47 percent of Cadbury (CSG). -Stock Article Link

Investing guru Nelson Peltz increases stake in CSG

"In a regulatory announcement, Cadbury Schweppes (CSG) said that Peltz now holds just under 73 million shares, or 3.47 percent. Peltz had bought an initial stake of 2.98 percent in Cadbury in March.......Peltz recently bought a 3 percent stake in Kraft Foods Inc. (KFT) and is reportedly planning to pressure the Northfield, Ill.-based company's management into selling off the Post cereals and Maxwell House coffee businesses." -Stock Article Link

Nelson Peltz, billionaire that can make you money.

Nelson Peltz is the CEO of Triarc Cos (TRY). He is a well-known turn-around artist who has made billions being a corporate raider and activist. Triarc is still the franchisor of Arby's and owns more than 1,000 of the chain's 3,500 restaurants, along with interests in other, unrelated businesses.

His hedge fund, Trian Fund Management, was started in late 2005 and returned 37% in 2006.

Peltz is best known for the 1997 purchase of beverage maker Snapple for $300 million. After a three-year turnaround, Triarc sold Snapple for about $1.45 billion.

By following and investing in the same stocks with Nelson Peltz, you would have made "mad money"! He has added value to shareholders with Wendys (WEN, $30 to $60 before the Tim Horton spin-off), Heinz (HNZ, $35 to $47 in a year), and Cadbury Schweppes (CSG, $40 to $52 in year)

Nelson Peltz Stock Portfolio

The reinvention of Nelson Peltz

Ex-raider Nelson Peltz turns activist, with hedge fund

Nelson Peltz eyed as most likely private-equity buyer

Tiffany & Co. (TIF) Soars As Peltz's Trian Fund Snaps Up 5.4 % Stake

Trian Fund Management LP, a hedge fund run by billionaire financier Nelson Peltz, reported it bought a 5.45 percent stake in the Tiffany & Co. (TIF) because it believes the New York-based jewelry retailer's stock is "currently undervalued."

Full Article Link