Nelson Peltz Portfolio and Latest Trades
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| UHAL | 06/30/2025 | Reduce -45.8% | 353,335 | -298,665 | $18.09 M | |
| UHAL.B | 06/30/2025 | Reduce -69.9% | 338,031 | -786,669 | $42.77 M | |
| ALL | 06/30/2025 | Reduce -68.5% | 99,955 | -217,695 | $43.82 M | |
| WEN | 06/30/2025 | Add 0.0% | 30.43 M | +11,111 | $126,887.62 | |
| FERG | 06/30/2025 | Add 7.7% | 1.09 M | +77,592 | $16.9 M | |
| IVZ | 06/30/2025 | Reduce -36.9% | 14.63 M | -8.54 M | $134.75 M | |
| ALL | 03/31/2025 | Add 3.6% | 317,650 | +10,928 | $2.26 M | |
| WEN | 03/31/2025 | Reduce -0.3% | 30.42 M | -101,346 | $1.48 M | |
| FERG | 03/31/2025 | Reduce -18.5% | 1.01 M | -228,509 | $36.61 M | |
| UHAL | 12/31/2024 | Add 45.0% | 652,000 | +202,405 | $13.98 M | |
| UHAL.B | 12/31/2024 | Add 7.2% | 1.12 M | +75,645 | $4.85 M | |
| ALL | 12/31/2024 | Reduce -50.0% | 306,722 | -306,725 | $59.13 M | |
| SOLV | 12/31/2024 | Add 18.8% | 8.46 M | +1.34 M | $88.29 M | |
| WEN | 12/31/2024 | Add 0.0% | 30.53 M | +12,434 | $202,674.2 | |
| FERG | 12/31/2024 | Reduce -2.6% | 1.24 M | -33,536 | $5.82 M | |
| UHAL | 09/30/2024 | Add 15.4% | 449,595 | +59,895 | $4.64 M | |
| UHAL.B | 09/30/2024 | Add 15.4% | 1.05 M | +139,755 | $10.06 M | |
| ALL | 09/30/2024 | Reduce -69.5% | 613,447 | -1.4 M | $265.52 M | |
| DIS | 09/30/2024 | Sold Out | 2.65 M | -2.65 M | $262.68 M | |
| GEHC | 09/30/2024 | Reduce -99.7% | 4,029 | -1.34 M | $125.65 M |
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