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

Cat Rock 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
2016
Q3 		– Sell
-468,000
Closed -$17.5M – 10
2016
Q2 		$17.5M Buy
468,000
+35,000
+8% +$1.26M 8.9% 3
2016
Q1 		$15.5M Buy
+433,000
New +$15.1M 6.34% 7

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cat Rock Capital Management's UHAL Position: Q3 2016 in Review

Cat Rock Capital Management sold out of U-Haul Holding Co (UHAL) in Q3 2016, closing a stake of 468,000 shares — an estimated $17.5M sold.

Cat Rock Capital Management first reported a position in UHAL in Q1 2016 and held it in 2 quarters. The position peaked at $17.5M in Q2 2016. 214 funds tracked by Wall St. Rank hold UHAL as of Q3 2016.

  • Cat Rock Capital Management reported no remaining U-Haul Holding Co position as of Q3 2016 after selling out during the quarter.
  • Cat Rock Capital Management sold 468,000 U-Haul Holding Co shares in Q3 2016, an estimated $17.5M.
  • Cat Rock Capital Management first reported a position in U-Haul Holding Co in Q1 2016 and held it in 2 quarters.
  • Cat Rock Capital Management's U-Haul Holding Co position peaked at $17.5M in Q2 2016.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2016.

Based on Cat Rock Capital Management's 13F filing for Q3 2016, filed 15 Nov 2016.