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What smart money is saying about U-Haul Holding CompanyUnited States flag

UHAL · Industrials · Rental & Leasing Services · Market cap $9.53B

1 fund in our archive has pitched U-Haul Holding Company — most recently AMG Yacktman Fund in December 2025.

Company profile

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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Summarize with Warren AI
3
Reported positions
1
Bought
0
Sold
4
Letters

Position history

Between Q4 2025 and Q2 2026, 3 fund letters reported a position in U-Haul Holding Company1 opened or added to the position.

Fund letters reporting a position in U-Haul Holding Company, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q1 20262100
Q4 20250001

Fund activity · 3 positions · 1 move

  • HoldsArtisan Partners U.S. Mid‑Cap Value Strategy
    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.
    Read the letterU-Haul Holding Company
  • AddedThird Avenue Real Estate Value Fund
    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).
    Read the letterU-Haul Holding Company
  • HoldsYackman AM AMG Yacktman Fund
    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.
    Read the letterU-Haul Holding Company

Fund coverage · 1 thesis

  • AMG Yacktman Fund
    December 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.

    Read the full thesis

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