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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
Shares
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
SCA
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New York
$4.86B AUM
34.09%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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
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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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