UHAL
U-haul Holding CO
4 super-investors hold UHAL worth a combined $21M. The largest position: Yacktman Asset Management at 0.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 28 — ranked #453 of 724 scored stocks.
Why super-investors own UHAL
Interest in UHAL within this cohort remains minimal and has been contracting for nearly two years, though the owner count ticked up from one to four at some point in recent quarters — a modest reversal worth noting. Yacktman Asset Management dominates the combined $21M position, holding $16M that represents 0.2% of their portfolio, the highest concentration of any owner here and still a peripheral holding by any measure. David Abrams, Lee Ainslie, and Joel Greenblatt each carry negligible stakes. No one added, trimmed, started, or exited in 2026Q1, suggesting a static, low-conviction posture across the board. The historical trend — peaking at three owners, dropping to one, and now recovering slightly — does not indicate building enthusiasm.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Yacktman Asset Management | 0.2% | 33q | $16M | 325,369 |
| 2 | Joel Greenblatt | <0.1% | 36q | $3M | 67,746 |
| 3 | David Abrams | <0.1% | 38q | $2M | 36,401 |
| 4 | Lee Ainslie | <0.1% | 8q | $651K | 13,621 |
Owners of UHAL also hold
Long US equity 13F-HR filings only. CUSIP 023586100. Not investment advice.