Yacktman Asset Management — UHAL Trade History
Quarter-by-quarter changes in the U-Haul Holding Company position · CUSIP 023586100
Currently held · 8.5 YearsFirst seen: 2018 Q1split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-11 | Add | 325,376 | 7 | +0.0% | $21.3M | 0.26% |
| 2026 Q1 | 2026-05-01 | Reduce | 325,369 | -1,907 | -0.6% | $15.5M | 0.21% |
| 2025 Q4 | 2026-02-03 | Reduce | 327,276 | -3,498 | -1.1% | $16.5M | 0.23% |
| 2025 Q3 | 2025-11-04 | Reduce | 330,774 | -1,984 | -0.6% | $18.9M | 0.26% |
| 2025 Q2 | 2025-08-06 | Reduce | 332,758 | -2,720 | -0.8% | $20.2M | 0.27% |
| 2025 Q1 | 2025-04-30 | Reduce | 335,478 | -36,587 | -9.8% | $21.9M | 0.29% |
| 2024 Q4 | 2025-01-29 | Reduce | 372,065 | -62,967 | -14.5% | $25.7M | 0.30% |
| 2024 Q3 | 2024-10-30 | Reduce | 435,032 | -33,372 | -7.1% | $33.7M | 0.35% |
| 2024 Q2 | 2024-08-02 | Reduce | 468,404 | -3,479 | -0.7% | $28.9M | 0.27% |
| 2024 Q1 | 2024-05-02 | Reduce | 471,883 | -76,537 | -14.0% | $31.9M | 0.29% |
| 2023 Q4 | 2024-02-02 | Reduce | 548,420 | -125,357 | -18.6% | $39.4M | 0.37% |
| 2023 Q3 | 2023-11-01 | Reduce | 673,777 | -40,837 | -5.7% | $36.8M | 0.36% |
| 2023 Q2 | 2023-08-08 | Reduce | 714,614 | -4,170 | -0.6% | $39.5M | 0.38% |
| 2023 Q1 | 2023-05-08 | Reduce | 718,784 | -37,813 | -5.0% | $42.9M | 0.42% |
| 2022 Q4 | 2023-01-26 | Reduce | 756,597 | -6,583,973 | -89.7% | $45.5M | 0.45% |
| 2022 Q3 | 2022-11-07 | Add | 7,340,570 | 5,590 | +0.1% | $373.8M | 4.07% |
| 2022 Q2 | 2022-08-04 | Add | 7,334,980 | 218,190 | +3.1% | $350.8M | 3.64% |
| 2022 Q1 | 2022-05-02 | Add | 7,116,790 | 2,628,220 | +58.6% | $424.8M | 3.79% |
| 2021 Q4 | 2022-02-02 | Add | 4,488,570 | 39,300 | +0.9% | $326.0M | 2.90% |
| 2021 Q3 | 2021-11-01 | Reduce | 4,449,270 | -27,460 | -0.6% | $287.4M | 2.76% |
| 2021 Q2 | 2021-08-03 | Add | 4,476,730 | 1,935,520 | +76.2% | $263.9M | 2.56% |
| 2021 Q1 | 2021-05-04 | Add | 2,541,210 | 79,990 | +3.3% | $155.7M | 1.63% |
| 2020 Q4 | 2021-02-01 | Reduce | 2,461,220 | -89,490 | -3.5% | $111.7M | 1.38% |
| 2020 Q3 | 2020-10-30 | Add | 2,550,710 | 474,530 | +22.9% | $90.8M | 1.35% |
| 2020 Q2 | 2020-08-06 | Reduce | 2,076,180 | -139,390 | -6.3% | $62.7M | 1.00% |
| 2020 Q1 | 2020-05-04 | Add | 2,215,570 | 440,170 | +24.8% | $64.4M | 1.07% |
| 2019 Q4 | 2020-02-04 | Reduce | 1,775,400 | -7,090 | -0.4% | $66.7M | 0.84% |
| 2019 Q3 | 2019-11-05 | Add | 1,782,490 | 33,370 | +1.9% | $69.5M | 0.85% |
| 2019 Q2 | 2019-08-02 | Reduce | 1,749,120 | -35,830 | -2.0% | $66.2M | 0.80% |
| 2019 Q1 | 2019-05-02 | Add | 1,784,950 | 127,160 | +7.7% | $66.3M | 0.82% |
| 2018 Q4 | 2019-02-04 | Add | 1,657,790 | 348,900 | +26.7% | $54.4M | 0.69% |
| 2018 Q3 | 2018-11-08 | Add | 1,308,890 | 106,360 | +8.8% | $46.7M | 0.56% |
| 2018 Q2 | 2018-08-03 | Add | 1,202,530 | 905,940 | +305.5% | $42.8M | 0.53% |
| 2018 Q1 | 2018-05-09 | New | 296,590 | 296,590 | — | $10.2M | 0.10% |
| 2017 Q4 | 2018-02-02 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-03 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-03 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-03 | — | — | — | — | — | — |
| 2016 Q4 | 2017-01-31 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-01 | — | — | — | — | — | — |
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.