Historical position

Nelson Peltz’s Ppg Inds Inc (PPG) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Trian Fund ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2018Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares7.01MHighest verified quarter-end share count
Quarters reported5Verified quarters with shares above zero
What happened?

Trian Fund Management first reported Ppg Inds Inc in Q2 2018. The reported position was increased and reduced across later filings. Verified positive position history runs through Q2 2019. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2019
Sold the entire position−4.22M shares · No shares reported at quarter-end
Q2 2019
Sold 29.4% of the position−1.76M shares · 4.22M shares remained
Filing context

Quarter-end price $116.71 · Estimated holding basis $104.31

Q1 2019
Sold 14.6% of the position−1.03M shares · 5.98M shares remained
Filing context

Quarter-end price $112.87 · Estimated holding basis $104.31

Q4 2018
Bought 69.2% more+2.87M shares · 7.01M shares reported after the change
Filing context

Quarter-end price $102.23 · Estimated holding basis $104.31

Q3 2018
Bought 59.8% more+1.55M shares · 4.14M shares reported after the change
Filing context

Quarter-end price $109.13 · Estimated holding basis $105.75

Q2 2018
New position+2.59M shares · 2.59M shares reported
Filing context

Quarter-end price $103.73 · Estimated holding basis $103.73

Portfolio importance

How important was Ppg Inds Inc in Trian Fund Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight5.2%Q2 2019
Last reported rank#7of 9 reported positions
Peak portfolio weight7.8%Q4 2018
Best historical rank#5Q4 2018
At peak importanceQ4 2018
PPG
7.8%
Largest holding
37.7%
Cross-investor discovery

Who else owns Ppg Inds Inc?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
PPG0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
PPG0.0% of reported portfolio
Explore Ppg Inds Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$104.892026-09-15

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-12
Open SEC filing ↗

This tracker follows Trian Fund Management, L.P.’s Form 13F disclosures—not Nelson Peltz’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.