TwinBeech Capital’s U-Haul Holding Co UHAL Stock Holding History

TwinBeech Capital’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
2025 Q3	–	Sell	-7,472	Closed	-$453K	–	858
2025 Q2	$453K	Sell	7,472 -1,348	-15%	-$84.3K	0.01%	503
2025 Q1	$576K	Buy	+8,820	New	+$611K	0.01%	564
2022 Q1	–	Sell	-20,340	Closed	-$1.48M	–	745
2021 Q4	$1.48M	Buy	+20,340	New	+$1.46M	0.08%	273
2020 Q4	–	Sell	-12,460	Closed	-$444K	–	623
2020 Q3	$444K	Buy	+12,460	New	+$425K	0.1%	287

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YAM

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

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

ECM

Estuary Capital Management Wayzata, Minnesota $598M AUM 1.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

TwinBeech Capital's UHAL Position: Q3 2025 in Review

TwinBeech Capital sold out of U-Haul Holding Co (UHAL) in Q3 2025, closing a stake of 7,472 shares — an estimated $453K sold.

TwinBeech Capital first reported a position in UHAL in Q3 2020 and held it in 4 quarters. The position peaked at $1.48M in Q4 2021. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

TwinBeech Capital reported no remaining U-Haul Holding Co position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 7,472 U-Haul Holding Co shares in Q3 2025, an estimated $453K.
TwinBeech Capital first reported a position in U-Haul Holding Co in Q3 2020 and held it in 4 quarters.
TwinBeech Capital's U-Haul Holding Co position peaked at $1.48M in Q4 2021.
209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.