Smead Capital Management — UHAL-B Trade History
Quarter-by-quarter changes in the U HAUL HOLDING COMPANY position · CUSIP 023586506
Currently held · 3.8 YearsFirst seen: 2022 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-11 | Reduce | 2,031,260 | -115,165 | -5.4% | $117.2M | 2.51% |
| 2026 Q1 | 2026-05-14 | Reduce | 2,146,425 | -320,586 | -13.0% | $95.9M | 2.09% |
| 2025 Q4 | 2026-02-09 | Reduce | 2,467,011 | -169,816 | -6.4% | $115.3M | 2.39% |
| 2025 Q3 | 2025-11-10 | Reduce | 2,636,827 | -205,556 | -7.2% | $134.2M | 2.59% |
| 2025 Q2 | 2025-08-14 | Add | 2,842,383 | 441,264 | +18.4% | $154.5M | 3.09% |
| 2025 Q1 | 2025-05-14 | Reduce | 2,401,119 | -55,662 | -2.3% | $142.1M | 2.44% |
| 2024 Q4 | 2025-02-12 | Add | 2,456,781 | 25,010 | +1.0% | $157.4M | 2.44% |
| 2024 Q3 | 2024-11-07 | Add | 2,431,771 | 104,652 | +4.5% | $175.1M | 2.50% |
| 2024 Q2 | 2024-08-09 | Add | 2,327,119 | 150,979 | +6.9% | $139.7M | 2.18% |
| 2024 Q1 | 2024-07-16 | Add | 2,176,140 | 98,640 | +4.7% | $145.1M | 2.26% |
| 2023 Q4 | 2024-01-31 | Reduce | 2,077,500 | -38,753 | -1.8% | $146.3M | 2.62% |
| 2023 Q3 | 2023-11-13 | Reduce | 2,116,253 | -10,565 | -0.5% | $110.9M | 2.26% |
| 2023 Q2 | 2023-08-11 | Reduce | 2,126,818 | -12,515 | -0.6% | $107.8M | 2.14% |
| 2023 Q1 | 2023-05-12 | Add | 2,139,333 | 129,728 | +6.5% | $110.9M | 2.21% |
| 2022 Q4 | 2023-02-10 | New | 2,009,605 | 2,009,605 | — | $110.5M | 2.36% |
| 2022 Q3 | 2022-11-10 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-12 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-14 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q2 | 2021-07-30 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-04 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-03 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-04 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-10 | — | — | — | — | — | — |
| 2020 Q1 | 2020-04-30 | — | — | — | — | — | — |
| 2019 Q4 | 2020-01-30 | — | — | — | — | — | — |
| 2019 Q3 | 2019-10-25 | — | — | — | — | — | — |
| 2019 Q2 | 2019-07-26 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-09 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-04 | — | — | — | — | — | — |
| 2018 Q3 | 2018-10-23 | — | — | — | — | — | — |
| 2018 Q2 | 2018-07-24 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-04 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-13 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-06 | — | — | — | — | — | — |
| 2017 Q2 | 2017-07-27 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-11 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-08 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-07 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.