Investor Nelson Peltz's Trian Fund Management LP reported increased stakes in Kraft Foods Inc. (KFT) and State Street Corp. (STT), plus a new stake in Domino's Pizza Inc. (DPZ).

In a quarterly securities filing Monday, Trian reported holding 17,311,152 shares of Kraft, up from 12,176,355 reported at the end of March. The State Street stake increased to 6,143,366 shares from 2,325,000.

Trian increased or took new stakes in several companies, including a 6 million share stake in Domino's. It also decreased or reported no holdings in other companies, including no stake reported for MGM Resorts International (MGM), in which Trian had held 400,000 shares at the end of March.

Other new stakes that showed up in the quarter ended in June include CoreLogic Inc. (CLGX) at 1,346,343 shares and Consol Energy Inc. (CNX) at 699,700 shares.

Since the end of the second quarter, Trian has increased its stake in Legg Mason Inc. (LM) by 24%, or 2.7 million shares. That additional stake wasn't reflected in the filing, which reports Trian's holdings at the end of June of 11,257,370 shares.

Peltz swapped a previous investment in oil for one in gold in the quarter. He reported no holdings of the United States Oil Fund (USO), in which he held 30,000 shares at the end of March. But he did report a new stake 13,600 share stake in the SPDR Gold Trust (GLD).

-By Liz Moyer, Dow Jones Newswires; 212-416-2512; liz.moyer@dowjones.com