What did Nelson Peltz buy in Q2 2025?

Nelson Peltz disclosed no new buys in the Q2 2025 13F.

What did Nelson Peltz sell in Q2 2025?

Nelson Peltz exited 0 positions and trimmed 2.

What Nelson Peltz bought and sold in Q2 2025

In Q2 2025, Nelson Peltz (Trian Fund Management) trimmed 2. The book stood at $3.79B across 10 positions, filed Aug 14, 2025.

0New0Added2Trimmed0Exited

Share𝕏 in

Trimmed (2)

UHALU-haul Holding CO-46% shares · 0.6% · $21M
UHAL/BU-haul Holding Co-non Voting-70% shares · 0.5% · $18M

Nelson Peltz's other filings

Q3 2025 changes Q4 2024 changes

Nelson Peltz's full portfolio →The whole cohort in Q2 2025 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.