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13F Insights: Trian Partners DuPont Round 2?

Nelson Peltz is back at it with DuPont (DD), having upped his stake 1.2 million shares to 25.8 million -- roughly 2.9% of the chemicals company. The guy that broke up Tyco, not once but twice, is now the CEO of DuPont.

DuPont is its 5th largest holding. 

We're ever closer to a split of the company and Trian can smell it. The stock has now recovered most of its losses for the year.

Other changes to the Trian portfolio include selling off some of its Wendys (WEN) stake - planned- and Ingersoll-Rand - already a small part of the portfolio. 

GE (GE) is its largest holding - where it owns 0.9% of the company - it upped its stake by 80% in the third quarter. Mondelez is second, Pepsi third, with no changes in their stakes. Sysco is fourth after Peltz upped his stake by 300% in the third quarter - now owning 7.3% of the foods company. 

BWITrian Partners, DuPont