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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

316 hedge funds and large institutions have $3.48B invested in U-Haul Holding Co Series N in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 130 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.24%
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
130
Reduced
104
Closed
29
Calls
–
Puts
$407K
Net Calls
-$407K
Net Calls Change
-$449K

Top Buyers

1
SCM
1
Smead Capital Management
Arizona
$155M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$40.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$235M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$133M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$30.3M

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 Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$494M -$2.61M -48,043 -0.5%
YAM
2
Yacktman Asset Management
Texas
$325M -$453K -8,335 -0.1%
BlackRock
3
BlackRock
New York
$298M +$1.79M +32,851 +0.6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$235M +$11.3M +207,913 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$189M -$1.96M -36,071 -1%
ACM
6
Abrams Capital Management
Massachusetts
$177M – – –
SCM
7
Smead Capital Management
Arizona
$155M +$24M +441,264 +18%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$133M +$9.36M +172,213 +8%
State Street
9
State Street
Massachusetts
$121M -$4.08M -75,094 -3%
SCA
10
Southpoint Capital Advisors
New York
$101M +$2.72M +50,000 +3%
RP
11
Reinhart Partners
Wisconsin
$95.3M -$220K -4,044 -0.2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$92.7M +$935K +17,257 +1%
Artisan Partners
13
Artisan Partners
Wisconsin
$71.8M -$906K -16,663 -1%
PP
14
Pertento Partners
United Kingdom
$54.2M +$755K +13,879 +1%
Norges Bank
15
Norges Bank
Norway
$51.6M +$51.6M +948,601 New
Charles Schwab
16
Charles Schwab
California
$41.5M +$1.25M +23,012 +3%
State of Wisconsin Investment Board
17
State of Wisconsin Investment Board
Wisconsin
$40.6M +$15M +275,245 +58%
Morgan Stanley
18
Morgan Stanley
New York
$32.4M +$2.9M +53,262 +10%
Northern Trust
19
Northern Trust
Illinois
$32.4M -$11.4M -209,311 -26%
TSW
20
Thompson Siegel & Walmsley
Virginia
$30.3M +$6.54M +120,306 +28%
TBC
21
Tweedy, Browne Co
Connecticut
$25.8M -$276K -5,073 -1%
BC
22
Bruce & Co
Illinois
$24.6M – – –
BCP
23
Bayberry Capital Partners
New York
$23.1M -$427K -7,859 -2%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$22.4M -$3.02M -55,494 -12%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$18.8M -$2.23M -41,053 -11%
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