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Lakewood Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Lakewood Asset Management’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
2025
Q4 		– Sell
-4,269
Closed -$244K – 110
2025
Q3 		$244K Hold
4,269
– – 0.15% 91
2025
Q2 		$259K Sell
4,269
-28
-0.7% -$1.75K 0.17% 83
2025
Q1 		$281K Buy
4,297
+1,058
+33% +$73.3K 0.19% 78
2024
Q4 		$224K Sell
3,239
-132
-4% -$9.57K 0.15% 106
2024
Q3 		$261K Sell
3,371
-429
-11% -$29.3K 0.18% 101
2024
Q2 		$235K Sell
3,800
-36
-0.9% -$2.34K 0.16% 104
2024
Q1 		$259K Sell
3,836
-12
-0.3% -$793 0.18% 97
2023
Q4 		$276K Sell
3,848
-466
-11% -$26.4K 0.21% 85
2023
Q3 		$235K Hold
4,314
– – 0.19% 96
2023
Q2 		$239K Sell
4,314
-26
-0.6% -$1.52K 0.19% 97
2023
Q1 		$259K Sell
4,340
-26
-0.6% -$1.64K 0.22% 93
2022
Q4 		$263K Buy
+4,366
New +$251K 0.21% 87

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lakewood Asset Management's UHAL Position: Q4 2025 in Review

Lakewood Asset Management sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 4,269 shares — an estimated $244K sold.

Lakewood Asset Management first reported a position in UHAL in Q4 2022 and held it in 12 quarters. The position peaked at $281K in Q1 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

  • Lakewood Asset Management reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
  • Lakewood Asset Management sold 4,269 U-Haul Holding Co shares in Q4 2025, an estimated $244K.
  • Lakewood Asset Management first reported a position in U-Haul Holding Co in Q4 2022 and held it in 12 quarters.
  • Lakewood Asset Management's U-Haul Holding Co position peaked at $281K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Lakewood Asset Management's 13F filing for Q4 2025, filed 26 Jan 2026.