NP
UHAL.B icon

Nelson Peltz’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Nelson Peltz’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-338,031
Closed -$18.4M – 9
2025
Q2 		$18.4M Sell
338,031
-786,669
-70% -$43.9M 0.48% 9
2025
Q1 		$66.6M Hold
1,124,700
– – 1.78% 7
2024
Q4 		$72M Buy
1,124,700
+75,645
+7% +$4.97M 1.86% 7
2024
Q3 		$75.5M Buy
1,049,055
+139,755
+15% +$9.08M 1.94% 8
2024
Q2 		$54.6M Buy
+909,300
New +$57.2M 1.33% 10

Other funds holding UHAL.B

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Nelson Peltz's UHAL.B Position: Q3 2025 in Review

Nelson Peltz sold out of U-Haul Holding Co Series N (UHAL.B) in Q3 2025, closing a stake of 338,031 shares — an estimated $18.4M sold.

Nelson Peltz first reported a position in UHAL.B in Q2 2024 and held it in 5 quarters. The position peaked at $75.5M in Q3 2024. 336 funds tracked by Wall St. Rank hold UHAL.B as of Q3 2025.

  • Nelson Peltz reported no remaining U-Haul Holding Co Series N position as of Q3 2025 after selling out during the quarter.
  • Nelson Peltz sold 338,031 U-Haul Holding Co Series N shares in Q3 2025, an estimated $18.4M.
  • Nelson Peltz first reported a position in U-Haul Holding Co Series N in Q2 2024 and held it in 5 quarters.
  • Nelson Peltz's U-Haul Holding Co Series N position peaked at $75.5M in Q3 2024.
  • 336 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q3 2025.

Based on Trian Fund Management's 13F filing for Q3 2025, filed 14 Nov 2025.