Nelson Peltz UHAL Holdings History

Number of Shares
652,000.00
Current Holdings Value*
$42.61 Mil
% of Portfolio
1.14%
Total Estimate Gain
$-4.14 Mil
% of Total Estimate Gain
-9.39%

Nelson Peltz's U-Haul Holding Co Holding Summary

As of 2025-03-31, TRIAN FUND MANAGEMENT, L.P. held 652,000.00 shares of U-Haul Holding Co(UHAL), totaling $42.61 Mil. This investment constitutes 1.14% of their stock portfolio, and TRIAN FUND MANAGEMENT, L.P. now holds 0.35% of the outstanding U-Haul Holding Co(UHAL) stock.

The initial trade took place in 2024Q2. And since then Nelson Peltz has made 3 purchases of UHAL, at an average price of $67.67, for a total of 652,000.00 shares. Based on historical transaction data and UHAL's current price of $61.31, Nelson Peltz's estimated gain on his UHAL holdings is $-4.14 Mil, reflecting a -9.39% gain to date.

Nelson Peltz UHAL ($61.31) Holding Chart

Nelson Peltz UHAL ($61.31) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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