Nelson Peltz UHAL.B Holdings History

Number of Shares
1.12 Mil
Current Holdings Value*
$66.56 Mil
% of Portfolio
1.78%
Total Estimate Gain
$-8.77 Mil
% of Total Estimate Gain
-12.30%

Nelson Peltz's U-Haul Holding Co Holding Summary

As of 2025-03-31, TRIAN FUND MANAGEMENT, L.P. held 1.12 Mil shares of U-Haul Holding Co(UHAL.B), totaling $66.56 Mil. This investment constitutes 1.78% of their stock portfolio, and TRIAN FUND MANAGEMENT, L.P. now holds 0.6% of the outstanding U-Haul Holding Co(UHAL.B) stock.

The initial trade took place in 2024Q2. And since then Nelson Peltz has made 3 purchases of UHAL.B, at an average price of $63.35, for a total of 1.12 Mil shares. Based on historical transaction data and UHAL.B's current price of $55.56, Nelson Peltz's estimated gain on his UHAL.B holdings is $-8.77 Mil, reflecting a -12.30% gain to date.

Nelson Peltz UHAL.B ($55.56) Holding Chart

Nelson Peltz UHAL.B ($55.56) 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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