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  Legg Mason Inc. (LM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 2.73 SEC
2020   Q1 3,881,704 2.73 $48.85 $189,621,000 SEC
2019   Q4 3,881,704 1.47 $35.91 $139,392,000 SEC
2019   Q3 3,881,704 1.55 Add 0.10% <0.01 $38.19 $148,242,000 SEC
2019   Q2 3,877,774 1.57 Buy 1.57 $38.28 $148,441,000 SEC
2016   Q2 0 0.00 Sell 100.00% 3.99 SEC
2016   Q1 11,039,896 3.99 $34.68 $382,864,000 SEC
2015   Q4 11,039,896 3.72 $39.23 $433,095,000 SEC
2015   Q3 11,039,896 4.16 $41.61 $459,370,000 SEC
2015   Q2 11,039,896 6.64 Reduce 14.34% 1.19 $51.53 $568,886,000 SEC
2015   Q1 12,887,964 8.31 $55.20 $711,416,000 SEC
2014   Q4 12,887,964 7.29 $53.37 $687,831,000 SEC
2014   Q3 12,887,964 8.67 Add 0.01% <0.01 $51.16 $659,348,000 SEC
2014   Q2 12,886,493 9.73 $51.31 $661,206,000 SEC
2014   Q1 12,886,493 10.96 $49.04 $631,954,000 SEC
2013   Q4 12,886,493 9.45 $43.48 $560,305,000 SEC
2013   Q3 12,886,493 7.89 Add 0.02% <0.01 $33.44 $430,924,000 SEC
2013   Q2 12,884,337 7.87 $31.01 $399,543,000 SEC