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

Dimension 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
Q4 		– Sell
-35,016
Closed -$2M – 123
2025
Q3 		$2M Buy
+35,016
New +$2.06M 0.29% 44

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimension Capital Management's UHAL Position: Q4 2025 in Review

Dimension Capital Management sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 35,016 shares — an estimated $2M sold.

Dimension Capital Management first reported a position in UHAL in Q3 2025 and held it in 1 quarter. The position peaked at $2M in Q3 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

  • Dimension Capital Management reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
  • Dimension Capital Management sold 35,016 U-Haul Holding Co shares in Q4 2025, an estimated $2M.
  • Dimension Capital Management first reported a position in U-Haul Holding Co in Q3 2025 and held it in 1 quarter.
  • Dimension Capital Management's U-Haul Holding Co position peaked at $2M in Q3 2025.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Dimension Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.