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  Lazard, Inc. (LAZ)
← All LAZ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q1 0 0.00 Sell 100.00% 2.64 $43.12–53.45 · VW $49.30i SEC
2014   Q4 4,973,851 2.64 $50.03 $248,842,000 SEC
2014   Q3 4,973,851 3.31 Reduce 24.71% 1.24 $49.20–55.50 · VW $52.27i $252,174,000 SEC
2014   Q2 6,606,540 5.01 $51.56 $340,633,000 SEC
2014   Q1 6,606,540 5.39 Reduce 1.43% 0.07 $40.70–48.70 · VW $44.78i $311,102,000 SEC
2013   Q4 6,702,380 5.12 $45.32 $303,752,000 SEC
2013   Q3 6,702,380 4.42 $36.02 $241,420,000 SEC
2013   Q2 6,702,380 4.24 $32.15 $215,482,000 SEC
Price snapshot:
Current price$41.10
52-week low$38.27
52-week high$58.14