Yacktman Asset 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 | Add | 6,197,210 | 148,879 | +2.5% | $357.6M | 4.42% |
| 2026 Q1 | 2026-05-01 | Add | 6,048,331 | 260,937 | +4.5% | $270.2M | 3.60% |
| 2025 Q4 | 2026-02-03 | Reduce | 5,787,394 | -14,226 | -0.2% | $270.5M | 3.79% |
| 2025 Q3 | 2025-11-04 | Reduce | 5,801,620 | -184,845 | -3.1% | $295.3M | 4.07% |
| 2025 Q2 | 2025-08-06 | Reduce | 5,986,465 | -8,335 | -0.1% | $325.5M | 4.37% |
| 2025 Q1 | 2025-04-30 | Reduce | 5,994,800 | -187,947 | -3.0% | $354.8M | 4.66% |
| 2024 Q4 | 2025-01-29 | Reduce | 6,182,747 | -129,264 | -2.0% | $396.0M | 4.63% |
| 2024 Q3 | 2024-10-30 | Reduce | 6,312,011 | -748,913 | -10.6% | $454.5M | 4.66% |
| 2024 Q2 | 2024-08-02 | Reduce | 7,060,924 | -55,529 | -0.8% | $423.8M | 3.98% |
| 2024 Q1 | 2024-05-02 | Reduce | 7,116,453 | -282,007 | -3.8% | $474.5M | 4.27% |
| 2023 Q4 | 2024-02-02 | Reduce | 7,398,460 | -9,307 | -0.1% | $521.1M | 4.85% |
| 2023 Q3 | 2023-11-01 | Add | 7,407,767 | 496,908 | +7.2% | $388.1M | 3.82% |
| 2023 Q2 | 2023-08-08 | Add | 6,910,859 | 113,609 | +1.7% | $350.2M | 3.32% |
| 2023 Q1 | 2023-05-08 | Add | 6,797,250 | 84,995 | +1.3% | $352.4M | 3.48% |
| 2022 Q4 | 2023-01-26 | New | 6,712,255 | 6,712,255 | — | $369.0M | 3.68% |
| 2022 Q3 | 2022-11-07 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-04 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-02 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-02 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-01 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-03 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-04 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-01 | — | — | — | — | — | — |
| 2020 Q3 | 2020-10-30 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-06 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-04 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-04 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-05 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-02 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-02 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-04 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-08 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-03 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-09 | — | — | — | — | — | — |
| 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.