Nelson Peltz's UHAL Position Overview
Nelson Peltz (via Trian Fund Management, L.P.) currently holds 353,335 shares of U-Haul Holding Company (UHAL) worth $0, representing 0.00% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 6 quarters.
Based on 13F filings, Nelson Peltz has maintained this position in UHAL for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 202,405 shares. Largest reduction occurred in Q2 2025, reducing 298,665 shares.
Analysis based on 13F filings available since 2013 Q2
Nelson Peltz's U-Haul Holding Company (UHAL) Holding Value Over Time
Track share changes against reported price movement
Quarterly U-Haul Holding Company (UHAL) Trades by Nelson Peltz
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2024 | +389,700 | New Buy | 389,700 | $61.73 |
| Q3 2024 | +59,895 | Add 15.37% | 449,595 | $77.48 |
| Q4 2024 | +202,405 | Add 45.02% | 652,000 | $69.09 |
| Q2 2025 | -298,665 | Reduce 45.81% | 353,335 | $60.56 |
| Q3 2025 | -353,335 | Sold Out | 353,335 | $0.00 |
Nelson Peltz's U-Haul Holding Company Investment FAQs
Nelson Peltz first purchased U-Haul Holding Company (UHAL) in Q2 2024, acquiring 389,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Nelson Peltz has held U-Haul Holding Company (UHAL) for 6 quarters since Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Nelson Peltz's largest addition to U-Haul Holding Company (UHAL) was in Q2 2024, adding 389,700 shares worth $24.06 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Nelson Peltz's firm, Trian Fund Management, L.P., owns 353,335 shares of U-Haul Holding Company (UHAL), valued at approximately $0. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, U-Haul Holding Company (UHAL) represents approximately 0.00% of Nelson Peltz's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Nelson Peltz's peak holding in U-Haul Holding Company (UHAL) was 652,000 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.