Joel Greenblatt’s U-Haul Holding Co UHAL Stock Holding History

Joel Greenblatt’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	$14.5M	Buy	221,815 +178,329	+410%	+$9.78M	0.03%	695
2026 Q1	$2.08M	Buy	43,486 +9,551	+28%	+$490K	0.01%	1097
2025 Q4	$1.71M	Buy	33,935 +5,713	+20%	+$304K	0.01%	1090
2025 Q3	$1.61M	Buy	+28,222	New	+$1.66M	0.01%	1065
2025 Q2	–	Sell	-8,374	Closed	-$547K	–	1749
2025 Q1	$547K	Buy	+8,374	New	+$580K	﹤0.01%	1204
2024 Q4	–	Sell	-4,162	Closed	-$322K	–	1522
2024 Q3	$322K	Buy	+4,162	New	+$285K	﹤0.01%	1205
2022 Q2	–	Sell	-3,970	Closed	-$237K	–	1259
2022 Q1	$237K	Buy	3,970 +100	+3%	+$6.17K	0.01%	1026
2021 Q4	$281K	Buy	+3,870	New	+$279K	0.01%	969
2021 Q2	–	Sell	-4,770	Closed	-$292K	–	1106
2021 Q1	$292K	Buy	+4,770	New	+$254K	0.01%	850
2014 Q3	–	Sell	-10,460	Closed	-$304K	–	1071
2014 Q2	$304K	Buy	+10,460	New	+$276K	﹤0.01%	887

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

Joel Greenblatt's UHAL Position: Q2 2026 in Review

Joel Greenblatt increased its U-Haul Holding Co (UHAL) stake by 410% in Q2 2026, buying an estimated $9.78M and bringing the position to 221,815 shares worth $14.5M. The position accounts for 0.03% of the portfolio, ranked #695.

Joel Greenblatt first reported a position in UHAL in Q2 2014 and has held it in 10 quarters since. 225 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Joel Greenblatt held 221,815 shares of U-Haul Holding Co worth $14.5M as of Q2 2026.
Joel Greenblatt bought 178,329 U-Haul Holding Co shares in Q2 2026, an estimated $9.78M.
U-Haul Holding Co made up 0.03% of Joel Greenblatt's portfolio in Q2 2026, its #695 holding.
Joel Greenblatt first reported a position in U-Haul Holding Co in Q2 2014 and has held it in 10 quarters since.
225 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

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