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Old West Investment Management’s U-Haul Holding Co UHAL Stock Holding History

Old West Investment 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
2026
Q1 		$3.79M Sell
79,320
-74,030
-48% -$3.79M 0.41% 67
2025
Q4 		$7.73M Buy
153,350
+564
+0.4% +$30K 1.38% 25
2025
Q3 		$8.72M Buy
152,786
+9,802
+7% +$578K 2% 19
2025
Q2 		$8.66M Buy
142,984
+7,475
+6% +$468K 2.86% 15
2025
Q1 		$8.86M Buy
135,509
+1,972
+1% +$137K 3.2% 12
2024
Q4 		$9.23M Buy
133,537
+7,590
+6% +$550K 3.74% 9
2024
Q3 		$9.76M Buy
125,947
+13,143
+12% +$899K 3.77% 9
2024
Q2 		$6.96M Buy
112,804
+9,751
+9% +$635K 3.07% 12
2024
Q1 		$6.96M Buy
103,053
+50,758
+97% +$3.36M 3.52% 9
2023
Q4 		$3.75M Sell
52,295
-123,940
-70% -$7.03M 1.93% 20
2023
Q3 		$9.62M Buy
176,235
+1,761
+1% +$102K 4.85% 8
2023
Q2 		$9.65M Buy
174,474
+42,040
+32% +$2.47M 5.05% 9
2023
Q1 		$7.9M Buy
+132,434
New +$8.33M 4.25% 9

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Old West Investment Management's UHAL Position: Q1 2026 in Review

Old West Investment Management reduced its U-Haul Holding Co (UHAL) stake by 48% in Q1 2026, selling an estimated $3.79M and leaving 79,320 shares worth $3.79M. The position accounts for 0.41% of the portfolio, ranked #67.

Old West Investment Management first reported a position in UHAL in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.76M in Q3 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Old West Investment Management held 79,320 shares of U-Haul Holding Co worth $3.79M as of Q1 2026.
  • Old West Investment Management sold 74,030 U-Haul Holding Co shares in Q1 2026, an estimated $3.79M.
  • U-Haul Holding Co made up 0.41% of Old West Investment Management's portfolio in Q1 2026, its #67 holding.
  • Old West Investment Management first reported a position in U-Haul Holding Co in Q1 2023 and has held it in 13 quarters since.
  • Old West Investment Management's U-Haul Holding Co position peaked at $9.76M in Q3 2024.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Old West Investment Management's 13F filing for Q1 2026, filed 12 May 2026.