Nelson Peltz is Director & 10% Owner at WENDY'S/ARBY'S GROUP, INC. (WEN). They have made 81 open-market trades across 12 companies since 2006, most recently 2024-08-08.
CIK 0000928265
26 open-market purchases totalling $533.9M since 2008, against 55 sales. Across 17 scored buys the stock is up 0.1% at ninety days, and 0.2 points ahead of the S&P over the same stretch.
17 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 12% | 82% | 82% |
| Avg Move | -8.5% | +1.1% | +0.1% |
| Alpha | -3.5% | +1.2% | +0.2% |
| Scored | 17 | 17 | 17 |
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 82% | 23% | 18% |
| Avg Move | -6.7% | +1.7% | +3.0% |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| WEN | SELL | 2024-08-08 | 2024-08-09 | $17.18 | $17.2M | -0.5% | +0.5% | +16.6% |
| WEN | SELL | 2023-03-03 | 2023-03-03 | $22.05 | $160.0M | -4.9% | +2.4% | +4.0% |
| JHG | BUY | 2022-03-29 | 2022-03-31 | $35.64 | $48.6M | -7.0% | -13.7% | -33.9% |
| WEN | SELL | 2021-09-07 | 2021-09-09 | $22.89 | $12.7M | -4.3% | -3.6% | -2.4% |
| PG | SELL | 2021-08-31 | 2021-09-02 | $142.42 | $59.0M | +0.9% | -3.5% | +1.8% |
| WEN | SELL | 2021-08-25 | 2021-08-27 | $23.41 | $26.7M | -2.0% | -2.5% | -8.5% |
| WEN | SELL | 2021-08-19 | 2021-08-23 | $23.92 | $19.5M | -3.1% | -8.0% | -7.9% |
| PG | SELL | 2021-08-10 | 2021-08-12 | $142.15 | $89.6M | +0.2% | +1.9% | +2.7% |
| SYY | SELL | 2021-06-07 | 2021-06-09 | $79.90 | $115.8M | -2.6% | -4.1% | -2.8% |
| SYY | SELL | 2021-05-25 | 2021-05-27 | $81.23 | $132.8M | -1.2% | -5.3% | -1.6% |
| PG | SELL | 2021-05-04 | 2021-05-06 | $134.55 | $742.8M | +0.9% | +1.0% | +5.4% |
| PG | SELL | 2021-02-03 | 2021-02-05 | $128.71 | $105.3M | -0.3% | -2.0% | +4.0% |
| SYY | SELL | 2020-12-02 | 2020-12-04 | $73.11 | $76.8M | -3.9% | -6.0% | +3.3% |
| SYY | SELL | 2020-11-24 | 2020-11-27 | $72.31 | $177.8M | +8.0% | +4.4% | +13.7% |
| SYY | SELL | 2020-11-18 | 2020-11-20 | $72.41 | $253.8M | +5.8% | +2.6% | +6.1% |
| LM | SELL | 2020-05-20 | 2020-05-22 | $49.80 | $244.8M | +0.5% | -0.4% | N/A |
| LM | SELL | 2020-05-15 | 2020-05-19 | $49.85 | $142.0M | +0.1% | -0.2% | N/A |
| PG | SELL | 2020-05-13 | 2020-05-15 | $112.29 | $1.1B | +0.0% | +0.6% | +17.0% |
| PG | SELL | 2020-04-23 | 2020-04-27 | $119.21 | $894.1M | -4.2% | -2.7% | +7.9% |
| PG | SELL | 2020-04-20 | 2020-04-22 | $121.04 | $754.6M | -2.4% | -5.1% | +5.4% |
| PG | SELL | 2019-10-31 | 2019-10-31 | $124.40 | $25.7M | -4.5% | -1.7% | +0.2% |
| PG | SELL | 2019-10-30 | 2019-10-31 | $124.64 | $125.2M | -4.5% | -1.7% | +0.2% |
| PG | SELL | 2019-10-29 | 2019-10-31 | $124.28 | $533.9M | -4.5% | -1.7% | +0.2% |
| PG | SELL | 2019-10-29 | 2019-10-31 | $123.87 | $116.0M | -4.5% | -1.7% | +0.2% |
| WEN | SELL · Routine | 2019-08-15 | 2019-08-16 | $19.97 | $39.9M | +7.8% | -2.7% | +4.0% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| MDLZ |
| 17,624 |
| $1.1M |
| IR | 2,382 | $185K |
| MSG | 506 | $120K |
| DFR | 2,352,385 | — |
| TRY | 6,981,750 | — |
| TUX | 5,968,400 | — |
| HNZ | 100,000 | — |
| Total | $5.4B |
Shares reported on the most recent Form 4, priced at the 2024-08-09 close. 4 holdings could not be priced and are excluded from the total.
| Scored | 22 | 22 | 22 |