Kerrisdale Advisers’s U-Haul Holding Co UHAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $832K | Hold |
12,714
| – | – | 0.21% | 81 |
|
|
2026
Q1 | $607K | Hold |
12,714
| – | – | 0.23% | 84 |
|
|
2025
Q4 | $641K | Hold |
12,714
| – | – | 0.3% | 53 |
|
|
2025
Q3 | $726K | Hold |
12,714
| – | – | 0.38% | 50 |
|
|
2025
Q2 | $770K | Hold |
12,714
| – | – | 0.4% | 40 |
|
|
2025
Q1 | $831K | Hold |
12,714
| – | – | 0.35% | 45 |
|
|
2024
Q4 | $878K | Hold |
12,714
| – | – | 0.3% | 62 |
|
|
2024
Q3 | $985K | Hold |
12,714
| – | – | 0.33% | 61 |
|
|
2024
Q2 | $785K | Hold |
12,714
| – | – | 0.25% | 63 |
|
|
2024
Q1 | $859K | Hold |
12,714
| – | – | 0.27% | 61 |
|
|
2023
Q4 | $913K | Hold |
12,714
| – | – | 0.27% | 60 |
|
|
2023
Q3 | $694K | Sell |
12,714
-6,325
| -33% | -$367K | 0.22% | 67 |
|
|
2023
Q2 | $1.05M | Hold |
19,039
| – | – | 0.28% | 64 |
|
|
2023
Q1 | $1.14M | Hold |
19,039
| – | – | 0.34% | 59 |
|
|
2022
Q4 | $1.15M | Sell |
19,039
-27,051
| -59% | -$1.56M | 0.34% | 59 |
|
|
2022
Q3 | $2.35M | Buy |
46,090
+10,950
| +31% | +$574K | 0.57% | 40 |
|
|
2022
Q2 | $1.68M | Hold |
35,140
| – | – | 0.53% | 47 |
|
|
2022
Q1 | $2.1M | Buy |
+35,140
| New | +$2.17M | 0.64% | 28 |
|
|
2016
Q2 | – | Sell |
-296,040
| Closed | -$10.6M | – | 40 |
|
|
2016
Q1 | $10.6M | Buy |
296,040
+3,510
| +1% | +$122K | 1.81% | 19 |
|
|
2015
Q4 | $11.4M | Sell |
292,530
-144,130
| -33% | -$5.83M | 2.91% | 13 |
|
|
2015
Q3 | $17.2M | Sell |
436,660
-277,030
| -39% | -$10.1M | 5% | 6 |
|
|
2015
Q2 | $23.3M | Sell |
713,690
-19,000
| -3% | -$621K | 7.99% | 3 |
|
|
2015
Q1 | $24.2M | Sell |
732,690
-215,860
| -23% | -$6.67M | 7.95% | 5 |
|
|
2014
Q4 | $27M | Buy |
948,550
+15,700
| +2% | +$426K | 13.47% | 1 |
|
|
2014
Q3 | $24.4M | Buy |
932,850
+1,480
| +0.2% | +$40.9K | 12.62% | 1 |
|
|
2014
Q2 | $27.1M | Sell |
931,370
-369,520
| -28% | -$9.76M | 12.91% | 1 |
|
|
2014
Q1 | $30.2M | Buy |
1,300,890
+86,520
| +7% | +$2M | 14.84% | 1 |
|
|
2013
Q4 | $28.9M | Sell |
1,214,370
-251,010
| -17% | -$5.39M | 12.74% | 1 |
|
|
2013
Q3 | $27M | Buy |
1,465,380
+399,790
| +38% | +$6.9M | 12.53% | 1 |
|
|
2013
Q2 | $17.3M | Buy |
+1,065,590
| New | +$17.7M | 7.95% | 1 |
|
Other funds holding UHAL
SI
Kerrisdale Advisers's UHAL Position: Q2 2026 in Review
Kerrisdale Advisers held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 12,714 shares worth $832K. The position accounts for 0.21% of the portfolio, ranked #81.
Kerrisdale Advisers first reported a position in UHAL in Q2 2013 and has held it in 30 quarters since. The position peaked at $30.2M in Q1 2014. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.
- Kerrisdale Advisers held 12,714 shares of U-Haul Holding Co worth $832K as of Q2 2026.
- Kerrisdale Advisers left its U-Haul Holding Co share count unchanged in Q2 2026.
- U-Haul Holding Co made up 0.21% of Kerrisdale Advisers's portfolio in Q2 2026, its #81 holding.
- Kerrisdale Advisers first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 30 quarters since.
- Kerrisdale Advisers's U-Haul Holding Co position peaked at $30.2M in Q1 2014.
- 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.
Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.