Follow-The-Filings

Security

U Haul Holding Company · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 3 new max 0.2% (Don Yacktman - Yacktman A...)

owners 14
max % 0.2%
tracked value $143M
qoq N 3 A 5 R 3

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Don Yacktman - Yacktman Asset Management LP 2026 Q1 0.2% Reduce -0.02 pp 325,369 $16M hist
David Abrams - Abrams Capital Management, L.P. 2026 Q1 0.0% 36,401 $2M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 321,287 $15M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 292,278 $14M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 170,771 $9M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 137,554 $7M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 43,486 $2M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.0% New 0.0% 13,621 $651 hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 867,149 $44M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 546,476 $28M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 67,746 $3M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 47,555 $2M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 27,619 $1M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 4,600 $220 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $714.4M $734.99M $761.45M
Gross profit * $472.84M $500.85M $514.59M
Gross margin * 66.2% 68.1% 67.6%
Net income $923M $628.71M $367.09M $83.13M
Net margin * 88.0% 49.9% 10.9%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets
Total non-current assets
Total assets $18.12B $19.06B $20.48B $21.5B
Total current liabilities
Total non-current liabilities
Total equity $6.53B $7.17B $7.5B $7.61B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $1.73B $1.45B $1.45B $1.79B
Cash from investing -$2.42B $2.05B -$2.89B -$2.26B
Cash from financing $59.8M $66.53M $895.11M $594.63M
Net change in cash -$643.61M $525.98M -$545.72M $131.32M

ownership over time

filing count by report period · click a bar for that quarter’s holders