Trian Fund Management UHAL-B trades
Nelson Peltz
Nelson Peltz U-Haul Holding Company stake
total: 34
Trades details
- 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-B) shares. To date, the estimated cost basis is nearly $61.78 for "buy" trades and estimated average "sell" price is $54.37. Trian Fund Management first purchased UHAL-B in 2024 Q2, initially acquiring 909,300 shares. Since the initial investment in U-Haul Holding Company (UHAL-B), Trian Fund Management has made 4 more transactions.
When did Nelson Peltz sell U-Haul Holding Company (UHAL-B)?
Nelson Peltz sold off the entire U-Haul Holding Company (UHAL-B) position in 2025 Q3.
When did Nelson Peltz buy U-Haul Holding Company (UHAL-B)?
Nelson Peltz first invested in U-Haul Holding Company (UHAL-B) in 2024 Q2 at the reported quarter-end price of $60.02 per share.
What's the cost basis of Trian Fund Management's UHAL-B stake?
The estimated cost basis for U-Haul Holding Company (UHAL-B) stake is around $61.78 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $61.78
- Weighted AVG sell price:
- $54.37
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
|
$54.37
|
|
-100% (-338,031)
|
-0.48%
|
|
2025 Q2
|
0.48%
|
338,031
|
$54.37
|
$18,378,745
|
-69.94% (-786,669)
|
-1.14%
|
|
2024 Q4
|
1.86%
|
1,124,700
|
$64.05
|
$72,037,035
|
+7.21% (+75,645)
|
+0.12%
|
|
2024 Q3
|
1.94%
|
1,049,055
|
$72.00
|
$75,531,960
|
+15.37% (+139,755)
|
+0.26%
|
|
2024 Q2
|
1.33%
|
909,300
|
$60.02
|
$54,576,186
|
new
|
+1.33%
|
* 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.