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Which hedge funds own UHAL/B? U HAUL HOLDING COMPANY, Q2 2026 13F holders

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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..

37tracked managers holding
9opened this quarter
9exited this quarter

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

0%5%10%Q4 2022 · 7.2% of book · $201.4mQ1 2023 · 6.0% of book · $189.9mQ2 2023 · 5.3% of book · $185.6mQ3 2023 · 6.3% of book · $191.9mQ4 2023 · 8.0% of book · $258.0mQ1 2024 · 7.4% of book · $236.4mQ2 2024 · 4.2% of book · $212.8mQ3 2024 · 3.9% of book · $245.1mQ4 2024 · 3.3% of book · $208.3mQ1 2025 · 3.4% of book · $192.4mQ2 2025 · 2.9% of book · $176.8mQ3 2025 · 2.7% of book · $165.5mQ4 2025 · 2.7% of book · $152.0mQ1 2026 · 3.1% of book · $145.2mQ2 2026 · 3.4% of book · $187.6m2023202420252026
  • 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

0%1%2%Q2 2024 · 1.3% of book · $54.6mQ3 2024 · 1.9% of book · $75.5mQ4 2024 · 1.9% of book · $72.0mQ1 2025 · 1.8% of book · $66.6mQ2 2025 · 0.5% of book · $18.4m2025
  • 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
  1. Early holdersQ4 2022 – Q3 20242 new tracked holders · 2.9% of tracked managers holding at the end
  2. Established ownershipQ4 2024 – now13 new tracked holders · 3.1% of tracked managers holding now
Early holdersEstablished ownershiptracked universe expands →Split-adjusted price$50% of tracked managers holding0%10%New holders per 100 tracked managers05Q4 2022 · price $55 · 1 of 70 tracked managers hold (1.4%) · 1 newQ1 2023 · price $52 · 1 of 70 tracked managers hold (1.4%) · 0 newQ2 2023 · price $51 · 1 of 70 tracked managers hold (1.4%) · 0 newQ3 2023 · price $52 · 1 of 70 tracked managers hold (1.4%) · 0 newQ4 2023 · price $70 · 1 of 70 tracked managers hold (1.4%) · 0 newQ1 2024 · price $67 · 1 of 70 tracked managers hold (1.4%) · 0 newQ2 2024 · price $60 · 2 of 70 tracked managers hold (2.9%) · 1 newQ3 2024 · price $72 · 2 of 70 tracked managers hold (2.9%) · 0 newQ4 2024 · price $64 · 5 of 69 tracked managers hold (7.2%) · 3 newQ1 2025 · price $59 · 4 of 68 tracked managers hold (5.9%) · 1 newQ2 2025 · price $54 · 3 of 68 tracked managers hold (4.4%) · 0 newQ3 2025 · price $51 · 2 of 68 tracked managers hold (2.9%) · 0 newQ4 2025 · price $47 · 2 of 68 tracked managers hold (2.9%) · 0 newQ1 2026 · price $45 · 37 of 1200 tracked managers hold (3.1%) · 0 newQ2 2026 · price $58 · 37 of 1185 tracked managers hold (3.1%) · 9 newQ4 2022 · first reported: Abrams Capital Management, L.P.Q2 2024 · first reported: Trian Fund Management, L.P.2023202420252026

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

ManagerAs ofWeight of bookValueSharesΔ sharesAction
Applied Fundamental Research, LLCQ2 2026 8.1%$6.9m119,045 0% held
Orvieto Partners, L.P.Q2 2026 3.7%$4.9m84,944 40% added
Bayberry Capital Partners LPQ2 2026 3.7%$10.7m185,000 -36% reduced
Abrams Capital Management, L.P.Q2 2026 3.4%$187.6m3,251,469 0% held
Tensile Capital Management LPQ2 2026 2.5%$18.3m316,610 -17% reduced
Gratia Capital, LLCQ2 2026 2.4%$2.1m36,067 -22% reduced
Deltroit Asset Management (uk) LLPQ2 2026 2.0%$12.2m212,271 new
Kerrisdale Advisers, LLCQ2 2026 1.8%$7.3m127,232 0% held
Gem Investment Advisors, LLCQ2 2026 0.9%$1.5m26,070 28% added
Hyperion Capital Advisors LPQ2 2026 0.6%$1.4m24,973 -16% reduced
Logan Stone Capital, LLCQ2 2026 0.6%$2.9m50,089 new
Skylands Capital, LLCQ2 2026 0.4%$2.9m50,965 -40% reduced
Edgestream Partners, L.P.Q2 2026 0.3%$10.1m174,884 930% added
Prelude Capital Management, LLCQ2 2026 0.2%$2.5m43,050 -22% reduced
Dark Forest Capital Management LPQ2 2026 0.1%$1.7m29,758 -8% reduced
Occudo Quantitative Strategies LPQ2 2026 0.1%$1.5m25,318 -16% reduced
Machina Capital S.A.S.Q2 2026 0.1%$385.6k6,682 new
Catalyst Funds Management Pty LTDQ2 2026 0.1%$984.9k17,070 101% added
D. E. Shaw & Co., Inc.Q2 2026 0.0%$73.4m1,272,655 26% added
Qube Research & Technologies LTDQ2 2026 0.0%$38.7m671,246 157% added
Quantbot Technologies LPQ2 2026 0.0%$1.1m18,509 443% added
Campbell & CO Investment Adviser LLCQ2 2026 0.0%$458.9k7,953 new
Trexquant Investment LPQ2 2026 0.0%$3.6m63,000 new
Millennium Management LLCQ2 2026 0.0%$22.6m391,829 -17% reduced
ExodusPoint Capital Management, LPQ2 2026 0.0%$1.4m24,505 new
Schonfeld Strategic Advisors LLCQ2 2026 0.0%$2.4m41,807 190% added
Aquatic Capital Management LLCQ2 2026 0.0%$329.9k5,718 -68% reduced
Y-Intercept (Hong Kong) LTDQ2 2026 0.0%$485.6k8,416 new
Centiva Capital, LPQ2 2026 0.0%$260.5k4,515 new
Cva Family Office, LLCQ2 2026 0.0%$70.0k1,213 6% added
Squarepoint Ops LLCQ2 2026 0.0%$2.6m44,574 111% added
Arrowstreet Capital, Limited PartnershipQ2 2026 0.0%$10.8m187,386 370% added
Citadel Advisors LLCQ2 2026 0.0%$7.3m125,969 68% added
Capstone Investment Advisors, LLCQ2 2026 0.0%$500.9k8,681 -18% reduced
Magnetar Financial LLCQ2 2026 0.0%$274.1k4,751 new
Freestone Grove Partners LPQ2 2026 0.0%$289.4k5,015 -82% reduced
Aqr Capital Management LLCQ2 2026 0.0%$2.6m44,607 2% added

Exited since the previous quarter

Held in a manager's last filing on record

These managers have not filed for the latest quarter; their last disclosure is dated.

ManagerLast filingWeight
ancora_advisorsQ2 20260.0%
smead_capitalQ2 20262.5%
tweedy_browneQ2 20262.0%

How has hedge fund ownership of UHAL/B changed?

QuarterManagers holdingCombined value
Q2 202640$591.4m
Q1 202641$477.3m
Q4 20257$296.8m
Q3 20256$327.6m
Q2 20257$382.2m
Q1 20258$449.9m
Q4 20249$544.1m
Q3 20246$548.2m
Q2 20246$450.6m
Q1 20247$439.1m
Q4 20236$453.6m
Q3 20236$330.1m
Q2 20237$320.9m
Q1 20235$304.3m
Q4 20224$312.9m

Counts every tracked manager that disclosed UHAL/B in that quarter's filing, including managers that have since stopped filing.