Harbor Spring Capital’s U-Haul Holding Co UHAL Stock Holding History

Harbor Spring Capital’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
2018 Q4	–	Sell	-1,160,000	Closed	-$41.4M	–	28
2018 Q3	$41.4M	Sell	1,160,000 -100,000	-8%	-$3.69M	4.52%	11
2018 Q2	$44.9M	Sell	1,260,000 -80,000	-6%	-$2.78M	3.86%	7
2018 Q1	$46.2M	Buy	1,340,000 +80,000	+6%	+$2.84M	4.59%	8
2017 Q4	$47.6M	Buy	1,260,000 +160,000	+15%	+$5.98M	4.75%	8
2017 Q3	$41.2M	Hold	1,100,000	–	–	5.07%	8
2017 Q2	$40.3M	Hold	1,100,000	–	–	4.86%	9
2017 Q1	$41.9M	Hold	1,100,000	–	–	6.02%	7
2016 Q4	$40.7M	Hold	1,100,000	–	–	7.8%	9
2016 Q3	$35.7M	Buy	1,100,000 +30,000	+3%	+$1.07M	6.91%	10
2016 Q2	$40.1M	Buy	1,070,000 +120,000	+13%	+$4.34M	9.81%	4
2016 Q1	$33.9M	Hold	950,000	–	–	8.36%	7
2015 Q4	$37M	Buy	+950,000	New	+$38.4M	8.52%	4

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harbor Spring Capital's UHAL Position: Q4 2018 in Review

Harbor Spring Capital sold out of U-Haul Holding Co (UHAL) in Q4 2018, closing a stake of 1,160,000 shares — an estimated $41.4M sold.

Harbor Spring Capital first reported a position in UHAL in Q4 2015 and held it in 12 quarters. The position peaked at $47.6M in Q4 2017. 230 funds tracked by Wall St. Rank hold UHAL as of Q4 2018.

Harbor Spring Capital reported no remaining U-Haul Holding Co position as of Q4 2018 after selling out during the quarter.
Harbor Spring Capital sold 1,160,000 U-Haul Holding Co shares in Q4 2018, an estimated $41.4M.
Harbor Spring Capital first reported a position in U-Haul Holding Co in Q4 2015 and held it in 12 quarters.
Harbor Spring Capital's U-Haul Holding Co position peaked at $47.6M in Q4 2017.
230 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2018.

Based on Harbor Spring Capital's 13F filing for Q4 2018, filed 14 Feb 2019.