SEC 13F Intelligence

Trian Fund Management, L.P. / UHAL

Trian Fund Management, L.P.’s U Haul Holding Company Position

Does Trian Fund Management, L.P. own U Haul Holding Company (UHAL)? Not currently — the last reported position was 353.3K shares worth $21M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$21M
Q2 2025
Shares
353.3K
% of Portfolio
+0.56%
Quarters Held
5
position exited

Position History UHAL

Reported value by quarter
Q2 ’24: $24MQ2 ’24Q3 ’24: $35MQ3 ’24Q4 ’24: $45MQ4 ’24Q1 ’25: $43MQ1 ’25Q2 ’25: $21MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025353.3K$21M+0.56%
Q1 2025652.0K$43M+1.14%
Q4 2024652.0K$45M+1.16%
Q3 2024449.6K$35M+0.90%
Q2 2024389.7K$24M+0.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Trian Fund Management, L.P.’s full portfolio or all institutional holders of UHAL.