UHAL-B
U-Haul Holding Company
U-Haul Holding Company historical holders
total: 6
Third Avenue Management U-Haul Holding Company transactions over time
- Total transactions:
- 11
- New positions:
- 1
- Added:
- 4
- Reduced:
- 6
- Held since:
- 2022 Q4
- Held for:
- 14 quarters
- Latest activity:
- 2026 Q1
Third Avenue Management has been an institutional investor in U-Haul Holding Company (UHAL-B) since 2022 Q4. According to 2026 Q1 report, Third Avenue Management holds 284,375 shares with a market value of roughly $12.70M representing 2.06% of their equity portfolio. The fund/company first acquired UHAL-B in 2022 Q4, initially purchasing 312,444 shares. Since the initial investment, Third Avenue Management has made 10 more transactions in this position.
Does Third Avenue Management still hold UHAL-B?
Yes, Third Avenue Management continues to hold U-Haul Holding Company (UHAL-B). According to their 2026 Q1 report, they maintain a position of 284,375 shares valued at approximately $12.70M, representing 2.06% of their equity portfolio.
When did Third Avenue Management first invest in UHAL-B?
Third Avenue Management first invested in U-Haul Holding Company (UHAL-B) in 2022 Q4 at the reported quarter-end price of $54.98 per share, acquiring 312,444 shares in their initial purchase.
What is Third Avenue Management's average cost basis for UHAL-B?
Based on historical transaction data, Third Avenue Management's estimated cost basis for U-Haul Holding Company (UHAL-B) is approximately $54.22 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $54.22
- Weighted AVG sell price:
- $65.06
UHAL-B transactions history by Third Avenue Management
11 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
2.06%
|
284,375
|
$44.67
|
$12,703,031
|
+9.69% (+25,129)
|
+0.18%
|
|
2025 Q4
|
2.20%
|
259,246
|
$46.74
|
$12,117,158
|
+0.01% (+21)
|
+0%
|
|
2025 Q3
|
2.49%
|
259,225
|
$51.15
|
$13,259,359
|
-0.11% (-285)
|
-0%
|
|
2025 Q2
|
2.91%
|
259,510
|
$54.37
|
$14,109,559
|
+3.86% (+9,645)
|
+0.11%
|
|
2024 Q4
|
3.10%
|
249,865
|
$64.05
|
$16,003,853
|
-12.18% (-34,663)
|
-0.36%
|
|
2024 Q3
|
3.35%
|
284,528
|
$72.00
|
$20,486,016
|
+0.01% (+19)
|
+0%
|
|
2024 Q2
|
2.93%
|
284,509
|
$60.02
|
$17,076,230
|
-3.36% (-9,904)
|
-0.09%
|
|
2023 Q4
|
3.40%
|
294,413
|
$70.44
|
$20,738,452
|
-5.62% (-17,546)
|
-0.21%
|
|
2023 Q3
|
2.79%
|
311,959
|
$53.34
|
$16,639,893
|
-0.15% (-462)
|
-0%
|
|
2023 Q2
|
2.61%
|
312,421
|
$50.67
|
$15,830,372
|
-0.01% (-23)
|
-0%
|
|
2022 Q4
|
2.99%
|
$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.