UHAL
U-Haul Holding Company
U-Haul Holding Company historical holders
total: 6
Yacktman Asset Management U-Haul Holding Company transactions over time
- Total transactions:
- 33
- New positions:
- 1
- Added:
- 13
- Reduced:
- 19
- Held since:
- 2018 Q1
- Held for:
- 33 quarters
- Latest activity:
- 2026 Q1
Donald Yacktman has been an institutional investor in U-Haul Holding Company (UHAL) since 2018 Q1. According to 2026 Q1 report, Donald Yacktman holds 325,369 shares with a market value of roughly $15.55M representing 0.21% of their equity portfolio. The fund/company first acquired UHAL in 2018 Q1, initially purchasing 296,590 shares. Since the initial investment, Yacktman Asset Management has made 32 more transactions in this position.
Does Donald Yacktman still hold UHAL?
Yes, Donald Yacktman continues to hold U-Haul Holding Company (UHAL). According to their 2026 Q1 report, they maintain a position of 325,369 shares valued at approximately $15.55M, representing 0.21% of their equity portfolio.
When did Donald Yacktman first invest in 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, acquiring 296,590 shares in their initial purchase.
What is Donald Yacktman's average cost basis for UHAL?
Based on historical transaction data, Donald Yacktman's estimated cost basis for U-Haul Holding Company (UHAL) is approximately $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
UHAL transactions history by Yacktman Asset Management
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.