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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
Q2 		– Sell
-79,320
Closed -$3.79M – 134
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 $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Old West Investment Management's UHAL Position: Q2 2026 in Review

Old West Investment Management sold out of U-Haul Holding Co (UHAL) in Q2 2026, closing a stake of 79,320 shares — an estimated $3.79M sold.

Old West Investment Management first reported a position in UHAL in Q1 2023 and held it in 13 quarters. The position peaked at $9.76M in Q3 2024. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Old West Investment Management reported no remaining U-Haul Holding Co position as of Q2 2026 after selling out during the quarter.
  • Old West Investment Management sold 79,320 U-Haul Holding Co shares in Q2 2026, an estimated $3.79M.
  • Old West Investment Management first reported a position in U-Haul Holding Co in Q1 2023 and held it in 13 quarters.
  • Old West Investment Management's U-Haul Holding Co position peaked at $9.76M in Q3 2024.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Old West Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.