Nelson Peltz
Trian Fund Management
Nelson Peltz U-Haul Holding Company stake
total: 34
Trian Fund Management UHAL trades
- Total transactions:
- 5
- New positions:
- 1
- Sold out:
- 1
- Added:
- 2
- Reduced:
- 1
- Held since:
- 2024 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2025 Q3
According to 2026 Q2 report, Nelson Peltz doesn't hold any U-Haul Holding Company (UHAL) shares. To date, the estimated cost basis is nearly $65.46 for "buy" trades and estimated average "sell" price is $60.56. Trian Fund Management first purchased UHAL in 2024 Q2, initially acquiring 389,700 shares. Since the initial investment in U-Haul Holding Company (UHAL), Trian Fund Management has made 4 more transactions.
When did Nelson Peltz sell U-Haul Holding Company (UHAL)?
Nelson Peltz sold off the entire U-Haul Holding Company (UHAL) position in 2025 Q3.
When did Nelson Peltz buy U-Haul Holding Company (UHAL)?
Nelson Peltz first invested in U-Haul Holding Company (UHAL) in 2024 Q2 at the reported quarter-end price of $61.73 per share.
What's the cost basis of Trian Fund Management's UHAL stake?
The estimated cost basis for U-Haul Holding Company (UHAL) stake is around $65.46 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $65.46
- Weighted AVG sell price:
- $60.56
Nelson Peltz's historical trades in U-Haul Holding Company
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q3
|
0.00%
|
0
|
$60.56
|
|
-100% (-353,335)
|
-0.56%
|
|
2025 Q2
|
0.56%
|
353,335
|
$60.56
|
$21,397,968
|
-45.81% (-298,665)
|
-0.48%
|
|
2024 Q4
|
1.16%
|
652,000
|
$69.09
|
$45,046,680
|
+45.02% (+202,405)
|
+0.36%
|
|
2024 Q3
|
0.90%
|
449,595
|
$77.48
|
$34,834,621
|
+15.37% (+59,895)
|
+0.12%
|
|
2024 Q2
|
0.59%
|
389,700
|
$61.73
|
$24,056,181
|
new
|
+0.59%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.