Southpoint Capital Advisors’s U-Haul Holding Co Series N UHAL.B Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $101M | Buy |
1,850,000
+50,000
| +3% | +$2.72M | 2.53% | 20 |
|
2025
Q1 | $107M | Hold |
1,800,000
| – | – | 2.54% | 19 |
|
2024
Q4 | $115M | Buy |
1,800,000
+130,000
| +8% | +$8.33M | 2.7% | 20 |
|
2024
Q3 | $120M | Hold |
1,670,000
| – | – | 2.85% | 15 |
|
2024
Q2 | $100M | Buy |
1,670,000
+100,000
| +6% | +$6M | 2.49% | 16 |
|
2024
Q1 | $105M | Buy |
1,570,000
+807,520
| +106% | +$53.8M | 2.07% | 19 |
|
2023
Q4 | $53.7M | Buy |
+762,480
| New | +$53.7M | 1.15% | 25 |
|