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 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 $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Southpoint Capital Advisors's UHAL Position: Q1 2026 in Review

Southpoint Capital Advisors reduced its U-Haul Holding Co (UHAL) stake by 40% in Q1 2026, selling an estimated $12.2M and leaving 362,000 shares worth $17.3M. The position accounts for 0.36% of the portfolio, ranked #36.

Southpoint Capital Advisors first reported a position in UHAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $48.4M in Q4 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Southpoint Capital Advisors held 362,000 shares of U-Haul Holding Co worth $17.3M as of Q1 2026.
Southpoint Capital Advisors sold 238,000 U-Haul Holding Co shares in Q1 2026, an estimated $12.2M.
U-Haul Holding Co made up 0.36% of Southpoint Capital Advisors's portfolio in Q1 2026, its #36 holding.
Southpoint Capital Advisors first reported a position in U-Haul Holding Co in Q4 2023 and has held it in 10 quarters since.
Southpoint Capital Advisors's U-Haul Holding Co position peaked at $48.4M in Q4 2024.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Southpoint Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.