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Smead Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Smead 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
Q2 		– Sell
-209,649
Closed -$13.7M – 36
2025
Q1 		$13.7M Sell
209,649
-238,318
-53% -$16.5M 0.23% 30
2024
Q4 		$31M Sell
447,967
-95,266
-18% -$6.91M 0.48% 29
2024
Q3 		$42.1M Sell
543,233
-4,169
-0.8% -$285K 0.6% 27
2024
Q2 		$33.8M Sell
547,402
-152
-0% -$9.89K 0.53% 28
2024
Q1 		$37M Buy
547,554
+12,962
+2% +$857K 0.58% 28
2023
Q4 		$38.4M Buy
534,592
+4,680
+0.9% +$265K 0.69% 27
2023
Q3 		$28.9M Sell
529,912
-20,303
-4% -$1.18M 0.59% 25
2023
Q2 		$30.4M Sell
550,215
-27,840
-5% -$1.63M 0.6% 25
2023
Q1 		$34.5M Sell
578,055
-1,391
-0.2% -$87.5K 0.69% 26
2022
Q4 		$34.9M Sell
579,446
-1,309,234
-69% -$75.3M 0.75% 24
2022
Q3 		$96.2M Buy
1,888,680
+30,140
+2% +$1.58M 2.5% 19
2022
Q2 		$88.9M Buy
1,858,540
+106,810
+6% +$5.52M 2.27% 19
2022
Q1 		$105M Buy
1,751,730
+286,510
+20% +$17.7M 2.42% 19
2021
Q4 		$106M Buy
1,465,220
+280,460
+24% +$20.2M 2.77% 19
2021
Q3 		$76.5M Buy
1,184,760
+45,020
+4% +$2.82M 2.62% 19
2021
Q2 		$67.2M Buy
1,139,740
+127,430
+13% +$7.47M 2.35% 20
2021
Q1 		$62M Buy
1,012,310
+85,710
+9% +$4.56M 2.73% 19
2020
Q4 		$42.1M Sell
926,600
-45,230
-5% -$1.8M 2.43% 23
2020
Q3 		$34.6M Buy
971,830
+436,810
+82% +$14.9M 2.19% 21
2020
Q2 		$16.2M Buy
+535,020
New +$15.7M 1.02% 25

Other funds holding UHAL

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smead Capital Management's UHAL Position: Q2 2025 in Review

Smead Capital Management sold out of U-Haul Holding Co (UHAL) in Q2 2025, closing a stake of 209,649 shares — an estimated $13.7M sold.

Smead Capital Management first reported a position in UHAL in Q2 2020 and held it in 20 quarters. The position peaked at $106M in Q4 2021. 212 funds tracked by Wall St. Rank hold UHAL as of Q2 2025.

  • Smead Capital Management reported no remaining U-Haul Holding Co position as of Q2 2025 after selling out during the quarter.
  • Smead Capital Management sold 209,649 U-Haul Holding Co shares in Q2 2025, an estimated $13.7M.
  • Smead Capital Management first reported a position in U-Haul Holding Co in Q2 2020 and held it in 20 quarters.
  • Smead Capital Management's U-Haul Holding Co position peaked at $106M in Q4 2021.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2025.

Based on Smead Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.