Donald Yacktman
Yacktman Asset Management
Donald Yacktman U-Haul Holding Company stake
total: 147
Yacktman Asset Management UHAL trades
- Total transactions:
- 33
- New positions:
- 1
- Added:
- 13
- Reduced:
- 19
- Held since:
- 2018 Q1
- Held for:
- 33 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Donald Yacktman holds 325,369 U-Haul Holding Company (UHAL) shares with a market value of roughly $15.55M accounting for 0.21% of the overall portfolio. To date, the estimated cost basis is nearly $50.12 for "buy" trades and estimated average "sell" price is $59.74. Yacktman Asset Management first purchased UHAL in 2018 Q1, initially acquiring 296,590 shares. Since the initial investment in U-Haul Holding Company (UHAL), Yacktman Asset Management has made 32 more transactions.
When did Donald Yacktman buy U-Haul Holding Company (UHAL)?
Donald Yacktman first invested in U-Haul Holding Company (UHAL) in 2018 Q1 at the reported quarter-end price of $34.51 per share.
What's the cost basis of Yacktman Asset Management's UHAL stake?
The estimated cost basis for U-Haul Holding Company (UHAL) stake is around $50.12 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $50.12
- Weighted AVG sell price:
- $59.74
Donald Yacktman's historical trades in U-Haul Holding Company
33 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.21%
|
325,369
|
$47.78
|
$15,546,131
|
-0.58% (-1,907)
|
-0%
|
|
2025 Q4
|
0.23%
|
327,276
|
$50.41
|
$16,497,983
|
-1.06% (-3,498)
|
-0%
|
|
2025 Q3
|
0.26%
|
330,774
|
$57.07
|
$18,877,272
|
-0.60% (-1,984)
|
-0%
|
|
2025 Q2
|
0.27%
|
332,758
|
$60.56
|
$20,151,824
|
-0.81% (-2,720)
|
-0%
|
|
2025 Q1
|
0.29%
|
335,478
|
$65.36
|
$21,926,842
|
-9.83% (-36,587)
|
-0.03%
|
|
2024 Q4
|
0.30%
|
372,065
|
$69.09
|
$25,705,971
|
-14.47% (-62,967)
|
-0.04%
|
|
2024 Q3
|
0.35%
|
435,032
|
$77.48
|
$33,706,279
|
-7.12% (-33,372)
|
-0.02%
|
|
2024 Q2
|
0.27%
|
468,404
|
$61.73
|
$28,914,579
|
-0.74% (-3,479)
|
-0%
|
|
2024 Q1
|
0.29%
|
471,883
|
$67.54
|
$31,870,978
|
-13.96% (-76,537)
|
-0.05%
|
|
2023 Q4
|
0.37%
|
548,420
|
$71.80
|
$39,376,556
|
-18.61% (-125,357)
|
-0.09%
|
|
2023 Q3
|
0.36%
|
$54.57
|
-5.71% (-40,837)
|
|||
|
2023 Q2
|
0.37%
|
$55.32
|
-0.58% (-4,170)
|
|||
|
2023 Q1
|
0.42%
|
$59.65
|
-5.00% (-37,813)
|
|||
|
2022 Q4
|
0.45%
|
$60.19
|
-89.69% (-6,583,973)
|
|||
|
2022 Q3
|
4.07%
|
$50.92
|
+0.08% (+5,590)
|
|||
|
2022 Q2
|
3.64%
|
$47.82
|
+3.07% (+218,190)
|
|||
|
2022 Q1
|
3.79%
|
$59.69
|
+58.55% (+2,628,220)
|
|||
|
2021 Q4
|
2.90%
|
$72.62
|
+0.88% (+39,300)
|
|||
|
2021 Q3
|
2.76%
|
$64.60
|
-0.61% (-27,460)
|
|||
|
2021 Q2
|
2.56%
|
$58.94
|
+76.17% (+1,935,520)
|
|||
|
2021 Q1
|
1.63%
|
$61.26
|
+3.25% (+79,990)
|
|||
|
2020 Q4
|
1.38%
|
$45.40
|
-3.51% (-89,490)
|
|||
|
2020 Q3
|
1.35%
|
$35.60
|
+22.86% (+474,530)
|
|||
|
2020 Q2
|
1.00%
|
$30.22
|
-6.29% (-139,390)
|
|||
|
2020 Q1
|
1.07%
|
$29.05
|
+24.79% (+440,170)
|
|||
|
2019 Q4
|
0.84%
|
$37.58
|
-0.40% (-7,090)
|
|||
|
2019 Q3
|
0.85%
|
$39.00
|
+1.91% (+33,370)
|
|||
|
2019 Q2
|
0.80%
|
$37.86
|
-2.01% (-35,830)
|
|||
|
2019 Q1
|
0.82%
|
$37.15
|
+7.67% (+127,160)
|
|||
|
2018 Q4
|
0.69%
|
$32.81
|
+26.66% (+348,900)
|
|||
|
2018 Q3
|
0.56%
|
$35.67
|
+8.84% (+106,360)
|
|||
|
2018 Q2
|
0.53%
|
$35.61
|
+305.45% (+905,940)
|
|||
|
2018 Q1
|
0.11%
|
$34.51
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.