UHAL-B
U-Haul Holding Company
U-Haul Holding Company historical holders
total: 6
Tweedy, Browne Co All Funds (US) U-Haul Holding Company transactions over time
- Total transactions:
- 12
- New positions:
- 1
- Added:
- 2
- Reduced:
- 9
- Held since:
- 2023 Q2
- Held for:
- 12 quarters
- Latest activity:
- 2026 Q1
Tweedy, Browne Co All Funds (US) has been an institutional investor in U-Haul Holding Company (UHAL-B) since 2023 Q2. According to 2026 Q1 report, Tweedy, Browne Co All Funds (US) holds 463,332 shares with a market value of roughly $20.70M representing 1.64% of their equity portfolio. The fund/company first acquired UHAL-B in 2023 Q2, initially purchasing 433,208 shares. Since the initial investment, Tweedy, Browne Co All Funds (US) has made 11 more transactions in this position.
Does Tweedy, Browne Co All Funds (US) still hold UHAL-B?
Yes, Tweedy, Browne Co All Funds (US) continues to hold U-Haul Holding Company (UHAL-B). According to their 2026 Q1 report, they maintain a position of 463,332 shares valued at approximately $20.70M, representing 1.64% of their equity portfolio.
When did Tweedy, Browne Co All Funds (US) first invest in UHAL-B?
Tweedy, Browne Co All Funds (US) first invested in U-Haul Holding Company (UHAL-B) in 2023 Q2 at the reported quarter-end price of $50.67 per share, acquiring 433,208 shares in their initial purchase.
What is Tweedy, Browne Co All Funds (US)'s average cost basis for UHAL-B?
Based on historical transaction data, Tweedy, Browne Co All Funds (US)'s estimated cost basis for U-Haul Holding Company (UHAL-B) is approximately $56.64 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $56.64
- Weighted AVG sell price:
- $61.23
UHAL-B transactions history by Tweedy, Browne Co All Funds (US)
12 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
1.64%
|
463,332
|
$44.67
|
$20,697,040
|
-0.62% (-2,885)
|
-0.01%
|
|
2025 Q4
|
1.76%
|
466,217
|
$46.74
|
$21,790,983
|
+0.36% (+1,652)
|
+0.01%
|
|
2025 Q3
|
2.05%
|
464,565
|
$50.90
|
$23,646,359
|
-2.27% (-10,786)
|
-0.05%
|
|
2025 Q2
|
2.40%
|
475,351
|
$54.37
|
$25,844,834
|
-1.06% (-5,073)
|
-0.02%
|
|
2025 Q1
|
2.52%
|
480,424
|
$59.18
|
$28,431,492
|
-1.84% (-9,007)
|
-0.04%
|
|
2024 Q4
|
2.11%
|
489,431
|
$64.05
|
$31,348,056
|
-18.21% (-108,937)
|
-0.33%
|
|
2024 Q3
|
2.05%
|
598,368
|
$72.00
|
$43,082,496
|
-0.59% (-3,562)
|
-0.01%
|
|
2024 Q2
|
1.66%
|
601,930
|
$60.02
|
$36,127,839
|
-0.85% (-5,150)
|
-0.01%
|
|
2024 Q1
|
1.90%
|
607,080
|
$66.68
|
$40,480,094
|
-0.05% (-280)
|
-0%
|
|
2023 Q4
|
2.09%
|
607,360
|
$70.44
|
$42,782,438
|
+45.08% (+188,725)
|
+0.65%
|
|
2023 Q3
|
1.17%
|
$52.39
|
-3.36% (-14,573)
|
|||
|
2023 Q2
|
1.15%
|
$50.67
|
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.