Dmitry Balyasny’s U-Haul Holding Co UHAL Stock Holding History

Dmitry Balyasny’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
2026 Q2	$2.55M	Buy	+38,963	New	+$2.14M	﹤0.01%	1695
2023 Q2	–	Sell	-27,327	Closed	-$1.42M	–	2814
2023 Q1	$1.42M	Buy	+27,327	New	+$1.72M	﹤0.01%	1604
2022 Q2	–	Sell	-118,130	Closed	-$7.05M	–	3208
2022 Q1	$7.05M	Buy	+118,130	New	+$7.28M	0.02%	820
2021 Q2	–	Sell	-4,110	Closed	-$252K	–	2365
2021 Q1	$252K	Sell	4,110 -24,550	-86%	-$1.31M	﹤0.01%	1545
2020 Q4	$1.3M	Sell	28,660 -12,860	-31%	-$512K	0.01%	965
2020 Q3	$1.48M	Buy	+41,520	New	+$1.41M	0.01%	918
2015 Q4	–	Sell	-5,700	Closed	-$224K	–	1459
2015 Q3	$224K	Buy	+5,700	New	+$207K	﹤0.01%	989

Other funds holding UHAL

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Dmitry Balyasny's UHAL Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 38,963 shares worth $2.55M. The stake represents ﹤0.01% of the portfolio and ranks #1695 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in UHAL as recently as Q1 2023.

Dmitry Balyasny first reported a position in UHAL in Q3 2015 and has held it in 7 quarters since. The position peaked at $7.05M in Q1 2022. 225 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Dmitry Balyasny held 38,963 shares of U-Haul Holding Co worth $2.55M as of Q2 2026.
U-Haul Holding Co was a new Dmitry Balyasny position in Q2 2026.
U-Haul Holding Co made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1695 holding.
Dmitry Balyasny first reported a position in U-Haul Holding Co in Q3 2015 and has held it in 7 quarters since.
Dmitry Balyasny's U-Haul Holding Co position peaked at $7.05M in Q1 2022.
225 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.