Disney Still Makes Up A Chunk Of Peltz's Trian Fund Despite $4B Exit, Records Show
Disney Still Makes Up A Chunk Of Peltz's Trian Fund Despite $4B Exit, Records Show
Trian Fund Management, an activist investor hedge fund co-founded by billionaire Nelson Peltz, still owns a piece of Walt Disney Company (NYSE:DIS) after reportedly selling its entire position in late May, according to regulatory filings.
亿万富翁纳尔逊·佩尔茨创立的激进投资对冲基金TrianFundManagement在近期的报告中透露，该公司虽然于5月底出售了所持有的所有迪士尼公司（NYSE：DIS）的股份，但仍持有部分股票。
A quarterly 13-F report filed with the Securities and Exchange Commission on May 15 shows that New York-based Trian had 32.4 million shares in the company worth a total of $3.96 billion during the first quarter.
Trian基金报告称，在第一季度，纽约Trian持有迪士尼的股份为3240万股，总价值为39.6亿美元。
A Thursday filing revealed that Trian sold 29.7 million shares worth $3.69 billion at some point in the second quarter. But the hedge fund still owns almost 2.65 million shares worth nearly $263 million.
周四的文件披露，Trian在第二季度某个时间点出售了2970万股，价值36.9亿美元。但该对冲基金仍持有近265万股迪士尼股票，总价值近2630万美元。
Trian reportedly sold its entire stake in Disney at $120 a share as of May 29. The sale came after Peltz unsuccessfully tried to oust Disney CEO Bob Iger at an April shareholder meeting.
据报道，Trian基金5月29日以每股120美元的价格出售了其持有的全部迪士尼股份。此次出售是在佩尔茨在4月的股东大会上未能成功罢免迪士尼CEO鲍勃·伊格尔之后进行的。
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阅读更多:埃隆·马斯克与鲍勃·伊格尔的争斗仍在继续，但与纳尔逊·佩尔茨的激情友谊正在加强：“他的想法超乎想象……”
Investors voted against Peltz's board nominees and moved to keep the entire board in place, including Iger.
投资者反对佩尔茨的董事会提名，并决定维持整个董事会不变，包括伊格尔。
Peltz reportedly made $1 billion from the divestment, despite losing the activist battle against Disney.
尽管在与迪士尼的活跃争端中失败，佩尔茨据报道从此次撤资中获得了10亿美元的利润。
The two 13-Fs also showed that Trian sold 539,884 shares of Ferguson Plc (NYSE:FERG) that were worth more than $166 million during the second quarter. The deal left the firm with 1.95 million shares worth $378 million.
两份13-F文件还显示，Trian在第二季度出售了累计价值超过16600万美元的Ferguson Plc（NYSE：FERG）的539,884股股票。此次交易后，Trian仍持有价值3780万美元的195万股股票。
Trian also bought 3.55 million shares of UHaul for $78.6 million, 5.36 million shares of Solventum Corporation (NYSE:SOLV) for $284 million and 470,000 shares of Rentokil Initial plc (NYSE:RTO) for $13.9 million. It sold 1.22 million shares of Sysco Corp. (NYSE:SYY) for $99.3 million.
Trian还购买了UHaul的355万股股票，价格为7860万美元，SolventumCorporation（NYSE：SOLV）的536万股股票，价格为28400万元，以及RentokilInitialplc（NYSE：RTO）的470,000股股票，价格为1390万元。它出售了西思科公司（NYSE：SYY）122万股股票，价格为9930万美元。
Price Action: Disney gained 2.66% to $88.60 by Thursday's late-afternoon trading. Exchange-traded funds that track the stock also trended upward.
价格走势：截至周四的晚间交易，迪士尼上涨2.66％至88.60美元。ETF联接到该股票的表现也上涨。
- First Trust S-Network Streaming & Gaming ETF (NYSE:BNGE) gained 1.34%
- ALPS Global Travel Beneficiaries ETF (NYSE:JRNY) edged up 0.02%
- Vanguard Communication Services ETF (NYSE:VOX) ticked up 1.18%
- iShares Global Comm Services ETF (NYSE:IXP) went up 0.79%
- AdvisorShares Gerber Kawasaki ETF (NYSE:GK) improved 1.72%
- FirstTrustS-NetworkStreaming＆GamingETF（NYSE：BNGE）上涨1.34％
- ALPSGlobalTravelBeneficiariesETF（NYSE：JRNY）轻微上涨0.02％
- VanguardCommunicationServicesETF（NYSE：VOX）上涨1.18％
- iSharesGlobalCommServicesETF（NYSE：IXP）上涨0.79％
- AdvisorSharesGerberKawasakiETF（NYSE：GK）上涨1.72％
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