Which hedge funds own UHAL? U HAUL HOLDING COMPANY, Q2 2026 13F holders
26 tracked hedge funds disclosed a position in UHAL (U HAUL HOLDING COMPANY) in their Q2 2026 13F filings, worth $168.4m in total. The largest holder by portfolio weight is Orvieto Partners, L.P. at 2.5% of its book. 5 opened a new position this quarter: Gsa Capital Partners LLP, Graham Capital Management, L.P., Balyasny Asset Management L.P., Jain Global LLC. 7 exited: Deltroit Asset Management (UK) LLP, Old West Investment Management, LLC, Southpoint Capital Advisors LP.
- 26
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 5
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 7
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $7.6m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $26.8m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $168m
- Combined value Sum of the holders' reported positions in the security.
- 2.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Deltroit Asset Management (UK) LLP | 0.7% | $4.0m |
| Old West Investment Management, LLC | 0.4% | $3.8m |
| Southpoint Capital Advisors LP | 0.4% | $17.3m |
| Mirabella Financial Services LLP | 0.05% | $538k |
| Maverick Capital Ltd | 0.01% | $651k |
| Verition Fund Management LLC | 0.0% | $297k |
| Renaissance Technologies LLC | 0.0% | $220k |
Ownership over time
Who discovered UHAL first? Beta
The run: Q1 2003 → Q2 2006, ×25
| JNE Partners LLP high conviction | Q1 2020 | – | +28.4 pts |
| Abrams Capital Management, L.P. high conviction | Q2 2017 | – | +5.0 pts |
| Ancient Art, L.P. high conviction | Q2 2015 | – | +2.0 pts |
| Smead Capital Management | Q3 2020 | – | +1.8 pts |
| Newtyn Management, LLC high conviction | Q3 2016 | – | +1.1 pts |
| Senvest Management, LLC | Q3 2020 | – | +0.7 pts |
| Mangrove Partners IM, LLC | Q2 2015 | – | +0.4 pts |
| Cat Rock Capital Management LP high conviction | Q1 2016 | – | +0.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.