Nelson Peltz - Trian Fund Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $3,859,778,188
Holdings Activity Buys Sells    History
Holding/activity history for  U-Haul Holdings Co. (UHAL)
← All UHAL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.57 $55.35–64.38 · VW $58.44i SEC
2025   Q2 353,335 0.57 Reduce 45.81% 0.53 $56.28–67.96 · VW $62.46i $21,397,968 SEC
2025   Q1 652,000 1.16 $65.36 $42,614,720 SEC
2024   Q4 652,000 1.18 Add 45.02% 0.37 $67.28–79.04 · VW $72.38i $45,046,680 SEC
2024   Q3 449,595 0.92 Add 15.37% 0.12 $59.70–78.94 · VW $69.20i $34,834,621 SEC
2024   Q2 389,700 0.64 Buy 0.64 $60.98–69.83 · VW $64.15i $24,056,181 SEC
Price snapshot:
Current price$68.11
52-week low$41.95
52-week high$68.47