What did Nelson Peltz buy in Q3 2025?

Nelson Peltz disclosed no new buys in the Q3 2025 13F.

What did Nelson Peltz sell in Q3 2025?

Nelson Peltz exited 2 positions (UHAL, UHAL/B) and trimmed 0.

What Nelson Peltz bought and sold in Q3 2025

In Q3 2025, Nelson Peltz (Trian Fund Management) exited 2 (UHAL, UHAL/B). The book stood at $4.11B across 7 positions, filed Nov 14, 2025.

0New0Added0Trimmed2Exited

Share𝕏 in

Exited (2)

UHALU-haul Holding COwas 0.6% of book
UHAL/BU-haul Holding Co-non Votingwas 0.5% of book

Nelson Peltz's other filings

Q2 2025 changes Q4 2024 changes

Nelson Peltz's full portfolio →The whole cohort in Q3 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.