Exited position

Nelson Peltz’s U Haul Holding Company (UHAL) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Trian Fund ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2024Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares652.00KHighest verified quarter-end share count
Quarters reported5Verified quarters with shares above zero
What happened?

Trian Fund Management first reported U Haul Holding Company in Q2 2024. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Trian Fund Management sold the entire position in Q3 2025, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2025
Sold the entire position−353.34K shares · No shares reported at quarter-end
Q2 2025
Sold 45.8% of the position−298.67K shares · 353.34K shares remained
Filing context

Quarter-end price $60.56 · Estimated holding basis $65.46

Q4 2024
Bought 45.0% more+202.41K shares · 652.00K shares reported after the change
Filing context

Quarter-end price $69.09 · Estimated holding basis $65.46

Q3 2024
Bought 15.4% more+59.90K shares · 449.60K shares reported after the change
Filing context

Quarter-end price $77.48 · Estimated holding basis $63.83

Q2 2024
New position+389.70K shares · 389.70K shares reported
Filing context

Quarter-end price $61.73 · Estimated holding basis $61.73

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was U Haul Holding Company in Trian Fund Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.6%Q2 2025
Last reported rank#7of 10 reported positions
Peak portfolio weight1.2%Q4 2024
Best historical rank#7Q2 2025
At peak importanceQ4 2024
UHAL
1.2%
Largest holding
34.9%
Cross-investor discovery

Who else owns U Haul Holding Company?

Also reported by 2 other tracked investors in their latest verified filings.

David AbramsAbrams Capital Management, L.P.
UHAL0.0% of reported portfolio
Joel GreenblattGotham Asset Management
UHAL0.0% of reported portfolio
Explore U Haul Holding Company across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$64.272026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-12
Open SEC filing ↗

This tracker follows Trian Fund Management, L.P.’s Form 13F disclosures—not Nelson Peltz’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.