What smart money is saying about U-Haul Holding Company
1 fund in our archive has pitched U-Haul Holding Company, most recently AMG Yacktman Fund in December 2025.
U-Haul Holding Company operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company's Moving and Storage segment rents trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane. It also provides uhaul.com, an online marketplace that connects consumers to independent Moving Help service providers and independent self-storage affiliates; auto transport and tow dolly options to transport vehicles; and specialty boxes for dishes, computers, flat screen television, and sensitive electronic equipment, as well as tapes, security locks, and packing supplies. This segment rents its products and services through a network of approximately 2,100 company operated retail moving stores and 21,100 independent U-Haul dealers. As of March 31, 2022, it had a rental fleet of approximately 186,000 trucks, 128,000 trailers, and 46,000 towing devices; and 1,844 self-storage locations with approximately 876,000 rentable storage units. The company's Property and Casualty Insurance segment offers loss adjusting and claims handling services. It also provides moving and storage protection packages, such as Safemove and Safetow packages, which offer moving and towing customers with a damage waiver, cargo protection, and medical and life insurance coverage; Safestor that protects storage customers from loss on their goods in storage; Safestor Mobile, which protects customers stored belongings; and Safemove Plus, which provides rental customers with a layer of primary liability protection. The company's Life Insurance segment provides life and health insurance products primarily to the senior market through the direct writing and reinsuring of life insurance, medicare supplement, and annuity policies. The company was formerly known as AMERCO. U-Haul Holding Company was founded in 1945 and is based in Reno, Nevada.
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Position history
Between Q4 2024 and Q3 2026, 7 fund letters reported a position in U-Haul Holding Company, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 2 | 1 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q4 2024 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 7 positions · 1 move
- September 2026
“An additional 29.5% of the Fund’s capital was invested in North American-based companies involved with Commercial Real Estate, including: Real Estate Services (CBRE Group, JLL, and FirstService); Asset Management (Brookfield Corp.); Industrial and Logistics (Prologis, First Industrial, and WESCO); and Self-Storage (U-Haul Holdings).”
U-Haul Holding Company - June 2026
“Shares of U-Haul, a holding company specializing in do-it-yourself moving and self-storage, rose as investors became more optimistic that demand trends in the company's moving and self-storage businesses were beginning to stabilize.”
U-Haul Holding Company - June 2026
“The primary contributors to performance during the quarter included the Fund’s investments in select residential (D.R. Horton and PulteGroup), commercial (U-Haul Holdings and WESCO), and international (Segro plc and Accor) holdings.”
U-Haul Holding Company - March 2026
“Of note, the Fund added to several holdings where the price- to-value gap broadened to historically wide levels amid recent volatility, including certain commercial-centric issuers (U-Haul Holdings and FirstService Corp.) and select international companies (Accor SA and Ingenia Communities).”
U-Haul Holding Company - March 2026
“U-Haul Holding Company detracted from performance, but we saw evidence of the value of U-Haul’s large self-storage business late in the first quarter.”
U-Haul Holding Company - HoldsAMG Yackman FundSeptember 2025
“• U-Haul also detracted from performance for the quarter and for the year.”
U-Haul Holding Company - December 2024
“When U-Haul invests its free cash flow from the truck rental business to build out capacity in their storage business, those results may not translate to share price changes in the short-term.”
U-Haul Holding Company
Fund coverage · 1 thesis
- AMG Yacktman FundDecember 2025
U-Haul Holding Company is channeling truck rental cash flows into a scaled, underfollowed self-storage franchise with sticky recurring revenues and owner-oriented management.
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