DB
UHAL.B icon

Dmitry Balyasny’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Dmitry Balyasny’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
Q1 		– Sell
-132,582
Closed -$6.2M – 3563
2025
Q4 		$6.2M Sell
132,582
-94,984
-42% -$4.62M 0.01% 1286
2025
Q3 		$11.6M Buy
227,566
+126,972
+126% +$6.76M 0.01% 979
2025
Q2 		$5.47M Buy
+100,594
New +$5.61M 0.01% 1245
2025
Q1 		– Sell
-85,146
Closed -$5.45M – 3303
2024
Q4 		$5.45M Sell
85,146
-128,808
-60% -$8.47M 0.01% 1233
2024
Q3 		$15.4M Buy
+213,954
New +$13.9M 0.03% 747
2023
Q3 		– Sell
-20,801
Closed -$1.05M – 2751
2023
Q2 		$1.05M Buy
+20,801
New +$1.09M ﹤0.01% 1600

Other funds holding UHAL.B

YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dmitry Balyasny's UHAL.B Position: Q1 2026 in Review

Dmitry Balyasny sold out of U-Haul Holding Co Series N (UHAL.B) in Q1 2026, closing a stake of 132,582 shares — an estimated $6.2M sold.

Dmitry Balyasny first reported a position in UHAL.B in Q2 2023 and held it in 6 quarters. The position peaked at $15.4M in Q3 2024. 297 funds tracked by Wall St. Rank hold UHAL.B as of Q1 2026.

  • Dmitry Balyasny reported no remaining U-Haul Holding Co Series N position as of Q1 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 132,582 U-Haul Holding Co Series N shares in Q1 2026, an estimated $6.2M.
  • Dmitry Balyasny first reported a position in U-Haul Holding Co Series N in Q2 2023 and held it in 6 quarters.
  • Dmitry Balyasny's U-Haul Holding Co Series N position peaked at $15.4M in Q3 2024.
  • 297 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.