Nelson Peltz - Trian Fund Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $3,859,778,188
Holdings Activity Buys Sells    History
Holding/activity history for  Comcast Corp. (CMCSA)
← All CMCSA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 13.49 $36.99–45.38 · VW $41.29i SEC
2021   Q4 21,330,841 13.49 $47.17 $1,006,168,000 SEC
2021   Q3 21,330,841 15.83 Reduce 3.88% 0.59 $46.67–57.92 · VW $50.48i $1,118,120,000 SEC
2021   Q2 22,190,896 15.34 Add 4.73% 0.69 $51.46–56.94 · VW $55.09i $1,185,872,000 SEC
2021   Q1 21,188,371 13.52 $50.71 $1,074,511,000 SEC
2020   Q4 21,188,371 16.72 Add 27.06% 3.56 $45.13–50.23 · VW $48.26i $1,040,554,000 SEC
2020   Q3 16,675,232 12.76 Buy 12.76 $38.40–49.19 · VW $44.89i $722,958,000 SEC
Price snapshot:
Current price$23.97
52-week low$21.83
52-week high$32.20