UHAL/B
U-haul Holding Co-non Voting
5 super-investors hold UHAL/B worth a combined $452M. The largest position: Yacktman Asset Management at 3.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 27 — ranked #490 of 724 scored stocks.
Why super-investors own UHAL/B
Ownership of the non-voting share class is concentrated in the hands of a small, value-oriented cohort: five managers hold a combined $452M, with Yacktman Asset Management and David Abrams accounting for the bulk at $270M (3.6% of portfolio) and $145M (3.1%) respectively. The quarter was entirely static — no additions, trims, starts, or exits across the group. The longer trend, however, shows fading breadth: the cohort count has declined from three to two over the prior two quarters before ticking back to five in the most recent read, suggesting the current roster reflects a stable, conviction-driven core rather than broadening interest. Greenblatt's token $3M position aside, this remains a story of a few patient, valuation-focused managers holding quietly.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Yacktman Asset Management | 3.6% | 14q | $270M | 6,048,331 |
| 2 | David Abrams | 3.1% | 14q | $145M | 3,251,469 |
| 3 | Tweedy Browne | 1.6% | 12q | $21M | 463,332 |
| 4 | Third Avenue Management | 2.1% | 14q | $13M | 284,375 |
| 5 | Joel Greenblatt | <0.1% | 9q | $3M | 75,123 |
Owners of UHAL/B also hold
Long US equity 13F-HR filings only. CUSIP 023586506. Not investment advice.