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U-Haul Holding Company UHAL

U-Haul Holding Company operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. It operates through three segments: Moving and Storage, Property and Casualty Insurance, and Life Insurance. It rents trucks, trailers, fixed and portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane.

Company profile

Business mix

  • It operates through three segments: Moving and Storage, Property and Casualty Insurance, and Life Insurance.
  • It rents trucks, trailers, fixed and portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane.
  • The company also provides uhaul.com, an online marketplace that connects consumers to independent moving help service providers and independent self-storage affiliates; auto transport and toy hauler, and tow dolly options to transport the vehicles.
  • In addition, it rents self-moving products and services through a network of managed retail stores and independent U-Haul dealers, as well as rents equipment.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in rental & leasing services?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Yacktman Asset Management Stephen Yacktman 0.2% $15.5M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $353,046 Estimated from net reduced shares
Net share change / base shares -2.2% -7,389 / 332,758
Yacktman Asset Management Stephen Yacktman 3 filing periods
13F 2025-09-30 Filed 2025-11-04
Minor reduction Shares -0.6% 13F value change -$1.3M
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -1.1% 13F value change -$2.4M
13F 2026-03-31 Filed 2026-05-01
Minor reduction Shares -0.6% 13F value change -$951,852
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 332,758 Last 3 periods -7,389 (-2.2%) Total shares 325,369 Value $15.5M
Smead Capital Management 2 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$13.7M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$13.7M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.