Southpoint Capital Advisors’s U-Haul Holding Co UHAL Stock Holding History

Southpoint Capital Advisors’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	-362,000	Closed	-$17.3M	–	44
2026 Q1	$17.3M	Sell	362,000 -238,000	-40%	-$12.2M	0.36%	36
2025 Q4	$30.2M	Hold	600,000	–	–	0.7%	33
2025 Q3	$34.2M	Sell	600,000 -50,000	-8%	-$2.95M	0.9%	29
2025 Q2	$39.4M	Sell	650,000 -50,000	-7%	-$3.13M	0.99%	30
2025 Q1	$45.8M	Hold	700,000	–	–	1.09%	32
2024 Q4	$48.4M	Buy	700,000 +100,000	+17%	+$7.25M	1.13%	34
2024 Q3	$46.5M	Buy	600,000 +70,000	+13%	+$4.79M	1.1%	32
2024 Q2	$32.7M	Buy	530,000 +100,000	+23%	+$6.51M	0.81%	35
2024 Q1	$29M	Buy	430,000 +280,000	+187%	+$18.5M	0.57%	46
2023 Q4	$10.8M	Buy	+150,000	New	+$8.51M	0.23%	45

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Southpoint Capital Advisors's UHAL Position: Q2 2026 in Review

Southpoint Capital Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2026, closing a stake of 362,000 shares — an estimated $17.3M sold.

Southpoint Capital Advisors first reported a position in UHAL in Q4 2023 and held it in 10 quarters. The position peaked at $48.4M in Q4 2024. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Southpoint Capital Advisors reported no remaining U-Haul Holding Co position as of Q2 2026 after selling out during the quarter.
Southpoint Capital Advisors sold 362,000 U-Haul Holding Co shares in Q2 2026, an estimated $17.3M.
Southpoint Capital Advisors first reported a position in U-Haul Holding Co in Q4 2023 and held it in 10 quarters.
Southpoint Capital Advisors's U-Haul Holding Co position peaked at $48.4M in Q4 2024.
227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Southpoint Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.