NFGCM
UHAL icon

Norman Fields Gottscho Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Norman Fields Gottscho Capital 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
Q3 		– Sell
-5,389
Closed -$326K – 67
2025
Q2 		$326K Sell
5,389
-2,032
-27% -$127K 0.11% 54
2025
Q1 		$485K Buy
7,421
+225
+3% +$15.6K 0.16% 43
2024
Q4 		$497K Sell
7,196
-32
-0.4% -$2.32K 0.16% 41
2024
Q3 		$560K Hold
7,228
– – 0.19% 43
2024
Q2 		$435K Hold
7,228
– – 0.15% 46
2024
Q1 		$488K Sell
7,228
-50
-0.7% -$3.31K 0.18% 46
2023
Q4 		$523K Buy
7,278
+190
+3% +$10.8K 0.21% 46
2023
Q3 		$387K Hold
7,088
– – 0.17% 52
2023
Q2 		$392K Sell
7,088
-30
-0.4% -$1.76K 0.16% 51
2023
Q1 		$425K Sell
7,118
-9
-0.1% -$566 0.19% 50
2022
Q4 		$429K Sell
7,127
-16,103
-69% -$926K 0.2% 52
2022
Q3 		$1.18M Buy
23,230
+390
+2% +$20.4K 0.57% 28
2022
Q2 		$1.09M Hold
22,840
– – 0.5% 33
2022
Q1 		$1.36M Sell
22,840
-270
-1% -$16.6K 0.51% 32
2021
Q4 		$1.68M Hold
23,110
– – 0.62% 30
2021
Q3 		$1.49M Hold
23,110
– – 0.59% 33
2021
Q2 		$1.36M Hold
23,110
– – 0.54% 33
2021
Q1 		$1.42M Hold
23,110
– – 0.62% 33
2020
Q4 		$1.05M Sell
23,110
-200
-0.9% -$7.97K 0.47% 32
2020
Q3 		$830K Sell
23,310
-150
-0.6% -$5.11K 0.41% 35
2020
Q2 		$709K Buy
23,460
+1,250
+6% +$36.6K 0.39% 35
2020
Q1 		$645K Sell
22,210
-1,570
-7% -$53K 0.41% 34
2019
Q4 		$894K Buy
+23,780
New +$903K 0.43% 37

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ECM
Estuary Capital Management Wayzata, Minnesota $598M AUM 1.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Norman Fields Gottscho Capital Management's UHAL Position: Q3 2025 in Review

Norman Fields Gottscho Capital Management sold out of U-Haul Holding Co (UHAL) in Q3 2025, closing a stake of 5,389 shares — an estimated $326K sold.

Norman Fields Gottscho Capital Management first reported a position in UHAL in Q4 2019 and held it in 23 quarters. The position peaked at $1.68M in Q4 2021. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

  • Norman Fields Gottscho Capital Management reported no remaining U-Haul Holding Co position as of Q3 2025 after selling out during the quarter.
  • Norman Fields Gottscho Capital Management sold 5,389 U-Haul Holding Co shares in Q3 2025, an estimated $326K.
  • Norman Fields Gottscho Capital Management first reported a position in U-Haul Holding Co in Q4 2019 and held it in 23 quarters.
  • Norman Fields Gottscho Capital Management's U-Haul Holding Co position peaked at $1.68M in Q4 2021.
  • 209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

Based on Norman Fields Gottscho Capital Management's 13F filing for Q3 2025, filed 9 Oct 2025.