U-Haul Holding Co Series N (UHAL.B)

• Market cap: $10.3B
• 1 day: 1.07%
• 5 days: 2.37%
• 1 month: -7.40%
• 3 months: -16.55%
• 6 months: -20.00%
• Year to date: -13.82%
• 1 year: -10.63%
• 5 years: 4.18%
• 10 years: 4.18%
• Sector: Industrials
• Industry: Rental & Leasing Services

About: U-Haul Holding Co is an American moving truck, trailer, and self-storage rental company. The company also provides moving boxes, packing supplies, LPG (propane) refills, trailer hitch and wiring installation, storage container rentals, and other services. It has three reportable segments Moving and Storage, Property and Casualty Insurance, and Life Insurance. The majority of its revenue comes from the Moving and Storage segment.

Employees: 35,100

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

140% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 9 [Q3] → 12 (+3) [Q4]

8% more funds holding

Funds holding: 285 [Q3] → 307 (+22) [Q4]

0.88% more ownership

Funds ownership: 35.38% [Q3] → 36.26% (+0.88%) [Q4]

2% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 103

9% less capital invested

Capital invested by funds: $4.49B [Q3] → $4.1B (-$394M) [Q4]