U-Haul Holding Co. (UHAL)
| Sector: | Services |
| Super Investor Stats: | |
| Ownership count: | 6 |
| Ownership rank: | 65 |
| % of all portfolios: | 0.054% |
| Hold Price * : | $63.58 |
| Total insider Buys/Sells last 6 months: |
| Transactions | Total |
| Buys |
0 |
$0 |
| Sells |
1 |
$201,105 |
|
Portfolio Manager |
% of portfolio |
Recent activity |
Shares |
Value |
| ≡ |
Tweedy Browne Co. - Tweedy Browne Value Fund |
1.85 |
|
122,928 |
7,275,000 |
| ≡ |
Nelson Peltz - Trian Fund Management |
1.14 |
|
652,000 |
42,615,000 |
| ≡ |
Meridian Contrarian Fund |
1.00 |
|
75,800 |
5,237,000 |
| ≡ |
Yacktman Asset Management |
0.29 |
Reduce 9.83% |
335,478 |
21,927,000 |
| ≡ |
David Abrams - Abrams Capital Management |
0.04 |
|
36,401 |
2,379,000 |
| ≡ |
Third Avenue Management |
0.02 |
|
1,456 |
95,000 |
Open Market Insider Buys
| Date Filed |
Reporting Name |
Relationship |
Trans. Date |
Shares |
Price $ |
Total Value $ |
| 26 Jun 2024 |
HERRERA RICHARD JAY |
Director |
09 Nov 2021 |
5 |
752.19 |
3,761 |
| 26 Jun 2024 |
HERRERA RICHARD JAY |
Director |
02 Nov 2021 |
5 |
744.95 |
3,725 |
| 03 Apr 2024 |
DUCEY DOUGLAS ANTHONY |
Advisory Board Member |
01 Mar 2024 |
100 |
64.24 |
6,424 |
| 17 Nov 2023 |
SHOEN MARK V |
10% |
16 Nov 2023 |
132,500 |
52.43 |
6,946,975 |
| 14 Jun 2023 |
SCHMIDT KARL A. |
Director |
13 Jun 2023 |
500 |
49.61 |
24,805 |
| 14 Jun 2023 |
SCHMIDT KARL A. |
Director |
13 Jun 2023 |
500 |
49.52 |
24,760 |
| 14 Jun 2023 |
SCHMIDT KARL A. |
Director |
13 Jun 2023 |
500 |
49.65 |
24,825 |
| 27 Mar 2023 |
SHOEN EDWARD J |
President, 10% |
23 Mar 2023 |
24,900 |
56.41 |
1,404,711 |
| 21 Feb 2023 |
HERRERA RICHARD JAY |
Director |
08 Dec 2022 |
90 |
61.67 |
5,550 |
| 21 Feb 2023 |
HERRERA RICHARD JAY |
Director |
08 Dec 2022 |
90 |
61.90 |
5,571 |
| 06 Jan 2023 |
BROGAN JOHN P. |
Director |
03 Jan 2023 |
37 |
54.69 |
1,998 |
| 09 Dec 2022 |
SHOEN MARK V |
10% |
08 Dec 2022 |
27,029 |
64.87 |
1,753,263 |
| 09 Dec 2022 |
SHOEN MARK V |
10% |
08 Dec 2022 |
42,302 |
65.68 |
2,778,353 |
| 09 Dec 2022 |
SHOEN MARK V |
10% |
08 Dec 2022 |
45,669 |
66.17 |
3,022,100 |
| 09 Dec 2022 |
SHOEN MARK V |
10% |
07 Dec 2022 |
35,013 |
63.78 |
2,232,954 |
| 09 Dec 2022 |
SHOEN MARK V |
10% |
07 Dec 2022 |
96,087 |
64.52 |
6,199,725 |
| 09 Dec 2022 |
SHOEN EDWARD J |
President, 10% |
08 Dec 2022 |
45,669 |
66.18 |
3,022,420 |
| 09 Dec 2022 |
SHOEN EDWARD J |
President, 10% |
08 Dec 2022 |
27,029 |
64.86 |
1,753,236 |
| 09 Dec 2022 |
SHOEN EDWARD J |
President, 10% |
08 Dec 2022 |
42,302 |
65.66 |
2,777,549 |
| 09 Dec 2022 |
SHOEN EDWARD J |
President, 10% |
07 Dec 2022 |
2,200 |
65.00 |
143,000 |
| 09 Dec 2022 |
SHOEN EDWARD J |
President, 10% |
07 Dec 2022 |
35,013 |
63.82 |
2,234,355 |
| 09 Dec 2022 |
SHOEN EDWARD J |
President, 10% |
07 Dec 2022 |
96,087 |
64.54 |
6,201,647 |
| 30 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
30 Nov 2022 |
900 |
62.00 |
55,800 |
| 30 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
30 Nov 2022 |
20,800 |
61.88 |
1,287,062 |
| 30 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
29 Nov 2022 |
51,567 |
61.31 |
3,161,624 |
| 30 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
29 Nov 2022 |
200 |
59.99 |
11,998 |
| 30 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
29 Nov 2022 |
78,233 |
60.51 |
4,734,192 |
| 30 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
28 Nov 2022 |
228,555 |
59.28 |
13,549,426 |
| 30 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
28 Nov 2022 |
92,295 |
58.86 |
5,432,391 |
| 28 Nov 2022 |
GROGAN JAMES J |
Director |
25 Nov 2022 |
400 |
60.20 |
24,080 |
| 28 Nov 2022 |
GROGAN JAMES J |
Director |
23 Nov 2022 |
428 |
58.50 |
25,038 |
| 28 Nov 2022 |
GROGAN JAMES J |
Director |
23 Nov 2022 |
120 |
58.50 |
7,020 |
| 18 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
18 Nov 2022 |
600 |
56.00 |
33,600 |
| 18 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
18 Nov 2022 |
3,550 |
55.79 |
198,040 |
| 18 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
17 Nov 2022 |
85,980 |
54.62 |
4,695,884 |
| 18 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
17 Nov 2022 |
63,063 |
52.71 |
3,324,051 |
| 18 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
17 Nov 2022 |
48,418 |
55.10 |
2,668,074 |
| 18 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
17 Nov 2022 |
77,539 |
53.36 |
4,137,481 |
| 18 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
16 Nov 2022 |
1,079 |
55.04 |
59,383 |
| 18 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
16 Nov 2022 |
174,351 |
53.43 |
9,316,271 |
| 18 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
16 Nov 2022 |
101,483 |
54.49 |
5,530,113 |
| 18 Nov 2022 |
WILLOW GROVE HOLDINGS LP |
10% |
16 Nov 2022 |
47,087 |
52.75 |
2,483,745 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.
P = Preferred Stock