Trian Fund Management’s U-Haul Holding Co UHAL Stock Holding History

Trian Fund Management’s Portfolio UHAL Stock Details UHAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-353,335	Closed	-$21.4M	–	8
2025 Q2	$21.4M	Sell	353,335 -298,665	-46%	-$18.7M	0.56%	7
2025 Q1	$42.6M	Hold	652,000	–	–	1.14%	9
2024 Q4	$45M	Buy	652,000 +202,405	+45%	+$14.7M	1.16%	9
2024 Q3	$34.8M	Buy	449,595 +59,895	+15%	+$4.09M	0.9%	9
2024 Q2	$24.1M	Buy	+389,700	New	+$25.4M	0.59%	11

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ECM

Estuary Capital Management Wayzata, Minnesota $598M AUM 1.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Trian Fund Management's UHAL Position: Q3 2025 in Review

Trian Fund Management sold out of U-Haul Holding Co (UHAL) in Q3 2025, closing a stake of 353,335 shares — an estimated $21.4M sold.

Trian Fund Management first reported a position in UHAL in Q2 2024 and held it in 5 quarters. The position peaked at $45M in Q4 2024. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

Trian Fund Management reported no remaining U-Haul Holding Co position as of Q3 2025 after selling out during the quarter.
Trian Fund Management sold 353,335 U-Haul Holding Co shares in Q3 2025, an estimated $21.4M.
Trian Fund Management first reported a position in U-Haul Holding Co in Q2 2024 and held it in 5 quarters.
Trian Fund Management's U-Haul Holding Co position peaked at $45M in Q4 2024.
209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

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