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 Holding Co. (UHAL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.57 SEC
2025   Q2 353,335 0.57 Reduce 45.81% 0.53 $60.56 $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 $69.09 $45,046,680 SEC
2024   Q3 449,595 0.92 Add 15.37% 0.12 $77.48 $34,834,621 SEC
2024   Q2 389,700 0.64 Buy 0.64 $61.73 $24,056,181 SEC