Bob Robotti’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Bob Robotti’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.48M	Sell	43,000 -4,000	-9%	-$199K	0.4%	34
2026 Q1	$2.1M	Buy	47,000 +7,000	+18%	+$331K	0.33%	35
2025 Q4	$1.87M	Buy	40,000 +6,000	+18%	+$292K	0.34%	38
2025 Q3	$1.73M	Buy	34,000 +14,900	+78%	+$794K	0.3%	40
2025 Q2	$1.04M	Buy	19,100 +2,000	+12%	+$112K	0.17%	42
2025 Q1	$1.01M	Hold	17,100	–	–	0.2%	43
2024 Q4	$1.1M	Buy	+17,100	New	+$1.12M	0.19%	41
2024 Q2	–	Sell	-18,100	Closed	-$1.21M	–	61
2024 Q1	$1.21M	Hold	18,100	–	–	0.16%	39
2023 Q4	$1.27M	Sell	18,100 -8,100	-31%	-$441K	0.18%	38
2023 Q3	$1.37M	Sell	26,200 -3,800	-13%	-$206K	0.2%	37
2023 Q2	$1.52M	Buy	30,000 +5,200	+21%	+$272K	0.25%	36
2023 Q1	$1.29M	Buy	24,800 +5,000	+25%	+$284K	0.23%	37
2022 Q4	$1.09M	Buy	+19,800	New	+$1.15M	0.22%	37

Other funds holding UHAL.B

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Bob Robotti's UHAL.B Position: Q2 2026 in Review

Bob Robotti reduced its U-Haul Holding Co Series N (UHAL.B) stake by 8.5% in Q2 2026, selling an estimated $199K and leaving 43,000 shares worth $2.48M. The position accounts for 0.4% of the portfolio, ranked #34.

Bob Robotti first reported a position in UHAL.B in Q4 2022 and has held it in 13 quarters since. 331 funds tracked by Wall St. Rank hold UHAL.B as of Q2 2026.

Bob Robotti held 43,000 shares of U-Haul Holding Co Series N worth $2.48M as of Q2 2026.
Bob Robotti sold 4,000 U-Haul Holding Co Series N shares in Q2 2026, an estimated $199K.
U-Haul Holding Co Series N made up 0.4% of Bob Robotti's portfolio in Q2 2026, its #34 holding.
Bob Robotti first reported a position in U-Haul Holding Co Series N in Q4 2022 and has held it in 13 quarters since.
331 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q2 2026.

Based on Robotti Robert's 13F filing for Q2 2026, filed 10 Aug 2026.