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User

Marty Whitman

Third Avenue Management

Third Avenue Management U-Haul Holding Company stake

total: 405

Third Avenue Management UHAL trades

Total transactions:
23
New positions:
1
Sold out:
1
Added:
6
Reduced:
15
Held since:
2017 Q4
Held for:
30 quarters
Latest activity:
2025 Q2
According to 2026 Q2 report, Third Avenue Management doesn't hold any U-Haul Holding Company (UHAL) shares. To date, the estimated cost basis is nearly $37.1 for "buy" trades and estimated average "sell" price is $48.91. Third Avenue Management first purchased UHAL in 2017 Q4, initially acquiring 552,860 shares. Since the initial investment in U-Haul Holding Company (UHAL), Third Avenue Management has made 22 more transactions.

When did Third Avenue Management sell U-Haul Holding Company (UHAL)?

Third Avenue Management sold off the entire U-Haul Holding Company (UHAL) position in 2025 Q2.

When did Third Avenue Management buy U-Haul Holding Company (UHAL)?

Third Avenue Management first invested in U-Haul Holding Company (UHAL) in 2017 Q4 at the reported quarter-end price of $37.79 per share.

What's the cost basis of Third Avenue Management's UHAL stake?

The estimated cost basis for U-Haul Holding Company (UHAL) stake is around $37.10 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$37.10
Weighted AVG sell price:
$48.91

Third Avenue Management's historical trades in U-Haul Holding Company

23 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q2
0.00%
0
$65.36
-100% (-1,456)
-0.02%
2023 Q3
0.01%
1,456
$55.94
$81,449
-3.45% (-52)
-0%
2022 Q4
0.02%
1,508
$60.19
$90,767
-99.59% (-369,442)
-4.37%
2022 Q3
3.72%
370,950
$50.92
$18,890,000
-2.17% (-8,230)
-0.07%
2022 Q2
3.23%
379,180
$47.82
$18,134,000
-13.19% (-57,600)
-0.38%
2022 Q1
3.55%
436,780
$59.70
$26,074,000
+4.41% (+18,450)
+0.15%
2021 Q4
4.00%
418,330
$72.62
$30,381,000
-1.50% (-6,370)
-0.06%
2021 Q3
3.69%
424,700
$64.60
$27,437,000
-0.83% (-3,540)
-0.03%
2021 Q2
3.34%
428,240
$58.94
$25,241,000
-2.50% (-10,980)
-0.09%
2021 Q1
3.56%
439,220
$61.26
$26,907,000
-18.92% (-102,510)
-0.88%
2020 Q4
3.45%
$45.40
-7.08% (-41,300)
2020 Q3
2.88%
$35.60
-4.16% (-25,280)
2020 Q2
2.58%
$30.22
-17.35% (-127,700)
2020 Q1
3.16%
$29.06
-8.28% (-66,440)
2019 Q4
2.98%
$37.58
+6.46% (+48,660)
2019 Q3
2.65%
$39.00
+0.78% (+5,840)
2019 Q2
2.38%
$37.86
-3.88% (-30,230)
2019 Q1
2.33%
$38.63
-7.66% (-64,560)
2018 Q4
2.23%
$32.81
-3.86% (-33,850)
2018 Q3
1.77%
$35.67
+0.25% (+2,210)
2018 Q2
1.54%
$35.62
+0.25% (+2,140)
2018 Q1
1.53%
$34.51
+57.77% (+319,380)
2017 Q4
1.00%
$37.79
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.
* 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.