Which hedge funds own UHAL/B? U HAUL HOLDING COMPANY, Q2 2026 13F holders
37 of the hedge funds tracked by WhaleCreep disclosed a position in UHAL/B (U HAUL HOLDING COMPANY) in their Q2 2026 13F filings, worth $445.1m in total. The largest holder by portfolio weight is Applied Fundamental Research, LLC at 8.1% of its book. 9 managers opened a new position this quarter: Deltroit Asset Management (uk) LLP, Logan Stone Capital, LLC, Machina Capital S.A.S., Campbell & CO Investment Adviser LLC. 9 exited: Entropy Technologies, LP, Estuary Capital Management LP, Fox Run Management, L.L.C..
Who discovered UHAL/B first?
Earliest meaningful positions among the 15 tracked managers we observed opening UHAL/B since Q4 2022.
1 Abrams Capital Management, L.P. First reported Q4 2022 High conviction 7.2%initial weight · $201.4m 3.4%still holding · 15q +5%stock since Q4 2022
Weight of Abrams Capital Management, L.P.'s 13F book in UHAL/B, by quarter
- 8.0% peak weight, Q4 2023
- $258.0m peak reported value
- 15 quarters held
- 14q before the median tracked entry
The stock's split-adjusted price moved +5% from Q4 2022 to Q2 2026.
2 Trian Fund Management, L.P. First reported Q2 2024 1.3%initial weight · $54.6m Exitedby Q3 2025 · held 5q -9%stock since Q2 2024
Weight of Trian Fund Management, L.P.'s 13F book in UHAL/B, by quarter
- 1.9% peak weight, Q3 2024
- $75.5m peak reported value
- 5 quarters held
- 8q before the median tracked entry
The stock's split-adjusted price moved -9% between Q2 2024 and Q2 2025, the last quarter this manager reported the position.
35 managers already held UHAL/B when our coverage of them began
Applied Fundamental Research, LLC (Q1 2026), Orvieto Partners, L.P. (Q1 2026), Bayberry Capital Partners LP (Q1 2026), Tensile Capital Management LP (Q1 2026), Gratia Capital, LLC (Q1 2026), Kerrisdale Advisers, LLC (Q1 2026), Gem Investment Advisors, LLC (Q1 2026), Hyperion Capital Advisors LP (Q1 2026), Skylands Capital, LLC (Q1 2026), Edgestream Partners, L.P. (Q1 2026), Prelude Capital Management, LLC (Q1 2026), Dark Forest Capital Management LP (Q1 2026), Occudo Quantitative Strategies LP (Q1 2026), Catalyst Funds Management Pty LTD (Q1 2026), D. E. Shaw & Co., Inc. (Q1 2026), Qube Research & Technologies LTD (Q1 2026), Quantbot Technologies LP (Q1 2026), Millennium Management LLC (Q1 2026), Schonfeld Strategic Advisors LLC (Q1 2026), Aquatic Capital Management LLC (Q1 2026), Cva Family Office, LLC (Q1 2026), Squarepoint Ops LLC (Q1 2026), Arrowstreet Capital, Limited Partnership (Q1 2026), Citadel Advisors LLC (Q1 2026) and 11 more.
Their first filing on record already includes UHAL/B, so when they first bought it is unknown. They are not ranked above.
View discovery timeline
- Early holdersQ4 2022 – Q3 20242 new tracked holders · 2.9% of tracked managers holding at the end
- Established ownershipQ4 2024 – now13 new tracked holders · 3.1% of tracked managers holding now
Dots mark the ranked managers' first reported quarters. Price is the quarter-end price implied by 13F filings, split-adjusted, shown from Q4 2022 where the series is continuous. Coverage widened in Q1 2026 from about a hundred managers to over a thousand, so holders and new holders are shown relative to the managers filing each quarter.
How this is calculated
13F filings are quarterly snapshots of long US-listed equity positions. They do not show exact purchase dates, intra-quarter trading, short positions, most derivatives, or a manager's actual performance. "First reported" is the first quarter-end filing that shows the position.
A manager is ranked only if we observed it filing, without UHAL/B, within two quarters before its first position. Ranking is by the first quarter the position reached 1% of the manager's 13F book in a run of at least 2 filings, then by peak weight. "High conviction" means a peak weight of at least 5%.
Stock changes are the split-adjusted change in the quarter-end price implied by 13F filings, excluding dividends. They describe the stock over the period, not the return any manager earned. Phases are cut where the share of tracked managers holding UHAL/B passed one third and two thirds of its peak.
Which hedge funds hold UHAL/B? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Applied Fundamental Research, LLC | Q2 2026 | 8.1% | $6.9m | 119,045 | 0% | held |
| Orvieto Partners, L.P. | Q2 2026 | 3.7% | $4.9m | 84,944 | 40% | added |
| Bayberry Capital Partners LP | Q2 2026 | 3.7% | $10.7m | 185,000 | -36% | reduced |
| Abrams Capital Management, L.P. | Q2 2026 | 3.4% | $187.6m | 3,251,469 | 0% | held |
| Tensile Capital Management LP | Q2 2026 | 2.5% | $18.3m | 316,610 | -17% | reduced |
| Gratia Capital, LLC | Q2 2026 | 2.4% | $2.1m | 36,067 | -22% | reduced |
| Deltroit Asset Management (uk) LLP | Q2 2026 | 2.0% | $12.2m | 212,271 | – | new |
| Kerrisdale Advisers, LLC | Q2 2026 | 1.8% | $7.3m | 127,232 | 0% | held |
| Gem Investment Advisors, LLC | Q2 2026 | 0.9% | $1.5m | 26,070 | 28% | added |
| Hyperion Capital Advisors LP | Q2 2026 | 0.6% | $1.4m | 24,973 | -16% | reduced |
| Logan Stone Capital, LLC | Q2 2026 | 0.6% | $2.9m | 50,089 | – | new |
| Skylands Capital, LLC | Q2 2026 | 0.4% | $2.9m | 50,965 | -40% | reduced |
| Edgestream Partners, L.P. | Q2 2026 | 0.3% | $10.1m | 174,884 | 930% | added |
| Prelude Capital Management, LLC | Q2 2026 | 0.2% | $2.5m | 43,050 | -22% | reduced |
| Dark Forest Capital Management LP | Q2 2026 | 0.1% | $1.7m | 29,758 | -8% | reduced |
| Occudo Quantitative Strategies LP | Q2 2026 | 0.1% | $1.5m | 25,318 | -16% | reduced |
| Machina Capital S.A.S. | Q2 2026 | 0.1% | $385.6k | 6,682 | – | new |
| Catalyst Funds Management Pty LTD | Q2 2026 | 0.1% | $984.9k | 17,070 | 101% | added |
| D. E. Shaw & Co., Inc. | Q2 2026 | 0.0% | $73.4m | 1,272,655 | 26% | added |
| Qube Research & Technologies LTD | Q2 2026 | 0.0% | $38.7m | 671,246 | 157% | added |
| Quantbot Technologies LP | Q2 2026 | 0.0% | $1.1m | 18,509 | 443% | added |
| Campbell & CO Investment Adviser LLC | Q2 2026 | 0.0% | $458.9k | 7,953 | – | new |
| Trexquant Investment LP | Q2 2026 | 0.0% | $3.6m | 63,000 | – | new |
| Millennium Management LLC | Q2 2026 | 0.0% | $22.6m | 391,829 | -17% | reduced |
| ExodusPoint Capital Management, LP | Q2 2026 | 0.0% | $1.4m | 24,505 | – | new |
| Schonfeld Strategic Advisors LLC | Q2 2026 | 0.0% | $2.4m | 41,807 | 190% | added |
| Aquatic Capital Management LLC | Q2 2026 | 0.0% | $329.9k | 5,718 | -68% | reduced |
| Y-Intercept (Hong Kong) LTD | Q2 2026 | 0.0% | $485.6k | 8,416 | – | new |
| Centiva Capital, LP | Q2 2026 | 0.0% | $260.5k | 4,515 | – | new |
| Cva Family Office, LLC | Q2 2026 | 0.0% | $70.0k | 1,213 | 6% | added |
| Squarepoint Ops LLC | Q2 2026 | 0.0% | $2.6m | 44,574 | 111% | added |
| Arrowstreet Capital, Limited Partnership | Q2 2026 | 0.0% | $10.8m | 187,386 | 370% | added |
| Citadel Advisors LLC | Q2 2026 | 0.0% | $7.3m | 125,969 | 68% | added |
| Capstone Investment Advisors, LLC | Q2 2026 | 0.0% | $500.9k | 8,681 | -18% | reduced |
| Magnetar Financial LLC | Q2 2026 | 0.0% | $274.1k | 4,751 | – | new |
| Freestone Grove Partners LP | Q2 2026 | 0.0% | $289.4k | 5,015 | -82% | reduced |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $2.6m | 44,607 | 2% | added |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Entropy Technologies, LP | 0.1% | $407.4k |
| Estuary Capital Management LP | 0.9% | $2.9m |
| Fox Run Management, L.L.C. | 0.2% | $725.7k |
| Harspring Capital Management, LLC | 10.2% | $6.5m |
| Holocene Advisors, LP | 0.0% | $207.6k |
| Lecap Asset Management LTD | 0.2% | $213.2k |
| Mirabella Financial Services LLP | 0.1% | $520.5k |
| Southpoint Capital Advisors LP | 4.4% | $50.8m |
| Twinbeech Capital LP | 0.2% | $1.3m |
Held in a manager's last filing on record
These managers have not filed for the latest quarter; their last disclosure is dated.
| Manager | Last filing | Weight |
|---|---|---|
| ancora_advisors | Q2 2026 | 0.0% |
| smead_capital | Q2 2026 | 2.5% |
| tweedy_browne | Q2 2026 | 2.0% |
How has hedge fund ownership of UHAL/B changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 40 | $591.4m |
| Q1 2026 | 41 | $477.3m |
| Q4 2025 | 7 | $296.8m |
| Q3 2025 | 6 | $327.6m |
| Q2 2025 | 7 | $382.2m |
| Q1 2025 | 8 | $449.9m |
| Q4 2024 | 9 | $544.1m |
| Q3 2024 | 6 | $548.2m |
| Q2 2024 | 6 | $450.6m |
| Q1 2024 | 7 | $439.1m |
| Q4 2023 | 6 | $453.6m |
| Q3 2023 | 6 | $330.1m |
| Q2 2023 | 7 | $320.9m |
| Q1 2023 | 5 | $304.3m |
| Q4 2022 | 4 | $312.9m |
Counts every tracked manager that disclosed UHAL/B in that quarter's filing, including managers that have since stopped filing.