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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

311 hedge funds and large institutions have $3.37B invested in U-Haul Holding Co Series N in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 29 closing their positions.

Holders
311
Holders Change
-7
Holders Change %
-2.2%
% of All Funds
4.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
32
Increased
128
Reduced
101
Closed
29
Calls
–
Puts
$54K
Net Calls
-$54K
Net Calls Change
-$96K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$51.6M
2
SCM
2
Smead Capital Management
Arizona
$155M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$40.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$235M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$133M

Top Sellers

1
SI
1
Scharf Investments
California
$8.98M
2
TFM
2
Trian Fund Management
New York
$18.4M
3
Northern Trust
3
Northern Trust
Illinois
$32.4M
4
LPC
4
Long Pond Capital
New York
$0
5
FCI
5
Financial Counselors Inc
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$494M 9,077,996 -48,043 -0.5%
YAM
2
Yacktman Asset Management
Texas
$325M 5,986,465 -8,335 -0.1%
BlackRock
3
BlackRock
New York
$298M 5,487,878 +32,851 +0.6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$235M 4,324,047 +207,913 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$189M 3,478,925 -36,071 -1%
ACM
6
Abrams Capital Management
Massachusetts
$177M 3,251,469 – –
SCM
7
Smead Capital Management
Arizona
$155M 2,842,383 +441,264 +18%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$133M 2,449,309 +172,213 +8%
State Street
9
State Street
Massachusetts
$121M 2,233,778 -75,094 -3%
RP
10
Reinhart Partners
Wisconsin
$95.3M 1,752,270 -4,044 -0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$92.7M 1,709,712 +17,257 +1%
Artisan Partners
12
Artisan Partners
Wisconsin
$71.8M 1,319,714 -16,663 -1%
PP
13
Pertento Partners
United Kingdom
$54.2M 996,304 +13,879 +1%
Norges Bank
14
Norges Bank
Norway
$51.6M 948,601 +948,601 New
Charles Schwab
15
Charles Schwab
California
$41.5M 763,501 +23,012 +3%
State of Wisconsin Investment Board
16
State of Wisconsin Investment Board
Wisconsin
$40.6M 747,114 +275,245 +58%
Morgan Stanley
17
Morgan Stanley
New York
$32.4M 596,714 +53,262 +10%
Northern Trust
18
Northern Trust
Illinois
$32.4M 595,601 -209,311 -26%
TSW
19
Thompson Siegel & Walmsley
Virginia
$30.3M 557,466 +120,306 +28%
TBC
20
Tweedy, Browne Co
Connecticut
$25.8M 475,351 -5,073 -1%
BC
21
Bruce & Co
Illinois
$24.6M 452,000 – –
BCP
22
Bayberry Capital Partners
New York
$23.1M 425,141 -7,859 -2%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$22.4M 412,164 -55,494 -12%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$18.8M 345,721 -41,053 -11%
TFM
25
Trian Fund Management
New York
$18.4M 338,031 -786,669 -70%
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