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Trian Partners' Mystery Stock

Nelson Peltz is in no hurry to disclose his fund's hot new core holding.

So, what is that big, new hot stock that Trian Partners teased investors about in its first-quarter letter? The one that accounts for 11 percent of net asset value? According to Trian’s first quarter 13F, it is…… It didn’t say. What a disappointment. I was really looking forward to learning

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