UHAL
U-Haul Holding Company
U-Haul Holding Company historical holders
total: 6
Trian Fund Management U-Haul Holding Company transactions over time
- 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
Nelson Peltz has been an institutional investor in U-Haul Holding Company (UHAL) since 2024 Q2. According to 2026 Q2 report, Nelson Peltz doesn't hold any shares. The fund/company first acquired UHAL in 2024 Q2, initially purchasing 389,700 shares. Since the initial investment, Trian Fund Management has made 4 more transactions in this position.
When did Nelson Peltz exit their UHAL position?
Nelson Peltz no longer holds U-Haul Holding Company (UHAL). They sold off their entire position in 2025 Q3, closing out an investment that began in 2024 Q2.
When did Nelson Peltz first invest in 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, acquiring 389,700 shares in their initial purchase.
What is Nelson Peltz's average cost basis for UHAL?
Based on historical transaction data, Nelson Peltz's estimated cost basis for U-Haul Holding Company (UHAL) is approximately $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
UHAL transactions history by Trian Fund Management
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.