UHAL-B
U-Haul Holding Company
U-Haul Holding Company historical holders
total: 6
Yacktman Asset Management U-Haul Holding Company transactions over time
- Total transactions:
- 14
- New positions:
- 1
- Added:
- 4
- Reduced:
- 9
- Held since:
- 2022 Q4
- Held for:
- 14 quarters
- Latest activity:
- 2026 Q1
Donald Yacktman has been an institutional investor in U-Haul Holding Company (UHAL-B) since 2022 Q4. According to 2026 Q1 report, Donald Yacktman holds 6,048,331 shares with a market value of roughly $270.18M representing 3.60% of their equity portfolio. The fund/company first acquired UHAL-B in 2022 Q4, initially purchasing about 6.71M shares. Since the initial investment, Yacktman Asset Management has made 13 more transactions in this position.
Does Donald Yacktman still hold UHAL-B?
Yes, Donald Yacktman continues to hold U-Haul Holding Company (UHAL-B). According to their 2026 Q1 report, they maintain a position of 6,048,331 shares valued at approximately $270.18M, representing 3.60% of their equity portfolio.
When did Donald Yacktman first invest in UHAL-B?
Donald Yacktman first invested in U-Haul Holding Company (UHAL-B) in 2022 Q4 at the reported quarter-end price of $54.98 per share, acquiring 6,712,255 shares in their initial purchase.
What is Donald Yacktman's average cost basis for UHAL-B?
Based on historical transaction data, Donald Yacktman's estimated cost basis for U-Haul Holding Company (UHAL-B) is approximately $54.36 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $54.36
- Weighted AVG sell price:
- $65.81
UHAL-B transactions history by Yacktman Asset Management
14 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
3.60%
|
6,048,331
|
$44.67
|
$270,178,946
|
+4.51% (+260,937)
|
+0.16%
|
|
2025 Q4
|
3.79%
|
5,787,394
|
$46.74
|
$270,502,796
|
-0.25% (-14,226)
|
-0.01%
|
|
2025 Q3
|
4.07%
|
5,801,620
|
$50.90
|
$295,302,458
|
-3.09% (-184,845)
|
-0.13%
|
|
2025 Q2
|
4.37%
|
5,986,465
|
$54.37
|
$325,484,102
|
-0.14% (-8,335)
|
-0.01%
|
|
2025 Q1
|
4.66%
|
5,994,800
|
$59.18
|
$354,772,264
|
-3.04% (-187,947)
|
-0.13%
|
|
2024 Q4
|
4.63%
|
6,182,747
|
$64.05
|
$396,004,945
|
-2.05% (-129,264)
|
-0.08%
|
|
2024 Q3
|
4.66%
|
6,312,011
|
$72.00
|
$454,464,792
|
-10.61% (-748,913)
|
-0.51%
|
|
2024 Q2
|
3.98%
|
7,060,924
|
$60.02
|
$423,796,658
|
-0.78% (-55,529)
|
-0.03%
|
|
2024 Q1
|
4.27%
|
7,116,453
|
$66.68
|
$474,525,086
|
-3.81% (-282,007)
|
-0.17%
|
|
2023 Q4
|
4.85%
|
7,398,460
|
$70.44
|
$521,147,522
|
-0.13% (-9,307)
|
-0.01%
|
|
2023 Q3
|
3.82%
|
$52.39
|
+7.19% (+496,908)
|
|||
|
2023 Q2
|
3.32%
|
$50.67
|
+1.67% (+113,609)
|
|||
|
2023 Q1
|
3.48%
|
$51.85
|
+1.27% (+84,995)
|
|||
|
2022 Q4
|
3.68%
|
$54.98
|
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.