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Stephen Yacktman’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Stephen Yacktman’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$358M Buy
6,197,210
+148,879
+2% +$7.41M 4.42% 6
2026
Q1 		$270M Buy
6,048,331
+260,937
+5% +$12.4M 3.6% 9
2025
Q4 		$271M Sell
5,787,394
-14,226
-0.2% -$693K 3.79% 8
2025
Q3 		$295M Sell
5,801,620
-184,845
-3% -$9.84M 4.07% 6
2025
Q2 		$325M Sell
5,986,465
-8,335
-0.1% -$465K 4.37% 4
2025
Q1 		$355M Sell
5,994,800
-187,947
-3% -$11.8M 4.66% 5
2024
Q4 		$396M Sell
6,182,747
-129,264
-2% -$8.5M 4.63% 3
2024
Q3 		$454M Sell
6,312,011
-748,913
-11% -$48.7M 4.66% 3
2024
Q2 		$424M Sell
7,060,924
-55,529
-0.8% -$3.49M 3.98% 5
2024
Q1 		$475M Sell
7,116,453
-282,007
-4% -$18.2M 4.27% 4
2023
Q4 		$521M Sell
7,398,460
-9,307
-0.1% -$506K 4.85% 4
2023
Q3 		$388M Buy
7,407,767
+496,908
+7% +$27M 3.82% 5
2023
Q2 		$350M Buy
6,910,859
+113,609
+2% +$5.95M 3.32% 8
2023
Q1 		$352M Buy
6,797,250
+84,995
+1% +$4.82M 3.48% 7
2022
Q4 		$369M Buy
+6,712,255
New +$389M 3.68% 5

Other funds holding UHAL.B

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stephen Yacktman's UHAL.B Position: Q2 2026 in Review

Stephen Yacktman increased its U-Haul Holding Co Series N (UHAL.B) stake by 2.5% in Q2 2026, buying an estimated $7.41M and bringing the position to 6,197,210 shares worth $358M. The position accounts for 4.42% of the portfolio, ranked #6.

Stephen Yacktman first reported a position in UHAL.B in Q4 2022 and has held it in 15 quarters since. The position peaked at $521M in Q4 2023. 331 funds tracked by Wall St. Rank hold UHAL.B as of Q2 2026.

  • Stephen Yacktman held 6,197,210 shares of U-Haul Holding Co Series N worth $358M as of Q2 2026.
  • Stephen Yacktman bought 148,879 U-Haul Holding Co Series N shares in Q2 2026, an estimated $7.41M.
  • U-Haul Holding Co Series N made up 4.42% of Stephen Yacktman's portfolio in Q2 2026, its #6 holding.
  • Stephen Yacktman first reported a position in U-Haul Holding Co Series N in Q4 2022 and has held it in 15 quarters since.
  • Stephen Yacktman's U-Haul Holding Co Series N position peaked at $521M in Q4 2023.
  • 331 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q2 2026.

Based on Yacktman Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.