Key Points
Nelson Peltz may have suffered a bruising defeat in his proxy battle with Disney Wednesday, but the sting could be eased by a gain the activist has scored on the investment..
Peltzs Trian Partners has made around $300 million in profit on its 16-month investment, most of it on paper, according to people familiar with the matter..
The firm invested around $800 million in Disney in 2022, buying much of its stake when shares were around $88 apiece..
. This time around, Peltzs friend Ike Perlmutter, the former Marvel Entertainment chairman and one of Disneys biggest shareholders, entrusted Trian with the voting rights of his Disney shares..
Trians profit isnt huge compared with its assets under management of around $10 billion, a figure which included more than $2 billion of Perlmutters Disney shares..
