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Aquatic Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Aquatic Capital 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
-11,208
Closed -$679K – 1687
2025
Q2 		$679K Sell
11,208
-4,346
-28% -$272K 0.01% 742
2025
Q1 		$1.02M Buy
15,554
+4,270
+38% +$296K 0.03% 596
2024
Q4 		$780K Buy
11,284
+2,984
+36% +$216K 0.02% 611
2024
Q3 		$643K Buy
+8,300
New +$567K 0.02% 594
2024
Q2 		– Sell
-400
Closed -$27K – 1614
2024
Q1 		$27K Buy
+400
New +$26.4K ﹤0.01% 1081
2023
Q3 		– Sell
-1,200
Closed -$66K – 1675
2023
Q2 		$66K Buy
+1,200
New +$70.4K ﹤0.01% 939
2022
Q2 		– Sell
-1,000
Closed -$60K – 1582
2022
Q1 		$60K Sell
1,000
-2,000
-67% -$123K 0.09% 248
2021
Q4 		$218K Buy
+3,000
New +$216K 0.42% 30

Other funds holding UHAL

Vanguard Group
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Aquatic Capital Management's UHAL Position: Q3 2025 in Review

Aquatic Capital Management sold out of U-Haul Holding Co (UHAL) in Q3 2025, closing a stake of 11,208 shares — an estimated $679K sold.

Aquatic Capital Management first reported a position in UHAL in Q4 2021 and held it in 8 quarters. The position peaked at $1.02M in Q1 2025. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

  • Aquatic Capital Management reported no remaining U-Haul Holding Co position as of Q3 2025 after selling out during the quarter.
  • Aquatic Capital Management sold 11,208 U-Haul Holding Co shares in Q3 2025, an estimated $679K.
  • Aquatic Capital Management first reported a position in U-Haul Holding Co in Q4 2021 and held it in 8 quarters.
  • Aquatic Capital Management's U-Haul Holding Co position peaked at $1.02M in Q1 2025.
  • 209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

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