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.
億萬富翁納爾遜·佩爾茨創立的激進投資對沖基金TrianFundManagement在近期的報告中透露，該公司雖然於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基金報告稱，在第一季度，紐約Trian持有迪士尼的股份爲3240萬股，總價值爲39.6億美元。
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.
週四的文件披露，Trian在第二季度某個時間點出售了2970萬股，價值36.9億美元。但該對沖基金仍持有近265萬股迪士尼股票，總價值近2630萬美元。
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.
據報道，Trian基金5月29日以每股120美元的價格出售了其持有的全部迪士尼股份。此次出售是在佩爾茨在4月的股東大會上未能成功罷免迪士尼CEO鮑勃·伊格爾之後進行的。
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Investors voted against Peltz's board nominees and moved to keep the entire board in place, including Iger.
投資者反對佩爾茨的董事會提名，並決定維持整個董事會不變，包括伊格爾。
Peltz reportedly made $1 billion from the divestment, despite losing the activist battle against Disney.
儘管在與迪士尼的活躍爭端中失敗，佩爾茨據報道從此次撤資中獲得了10億美元的利潤。
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.
兩份13-F文件還顯示，Trian在第二季度出售了累計價值超過16600萬美元的Ferguson Plc（NYSE：FERG）的539,884股股票。此次交易後，Trian仍持有價值3780萬美元的195萬股股票。
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還購買了UHaul的355萬股股票，價格爲7860萬美元，SolventumCorporation（NYSE：SOLV）的536萬股股票，價格爲28400萬元，以及RentokilInitialplc（NYSE：RTO）的470,000股股票，價格爲1390萬元。它出售了西思科公司（NYSE：SYY）122萬股股票，價格爲9930萬美元。
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.
價格走勢：截至週四的晚間交易，迪士尼上漲2.66％至88.60美元。ETF聯接到該股票的表現也上漲。
- 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）上漲1.34％
- ALPSGlobalTravelBeneficiariesETF（NYSE：JRNY）輕微上漲0.02％
- VanguardCommunicationServicesETF（NYSE：VOX）上漲1.18％
- iSharesGlobalCommServicesETF（NYSE：IXP）上漲0.79％
- AdvisorSharesGerberKawasakiETF（NYSE：GK）上漲1.72％
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