U-Haul Holding Company (UHAL) reported third-quarter 2026 results.
Cash flow and balance sheet items:
Overall, U-Haul showed modest top-line growth and a large improvement in gross margin, but operating income compressed and the company reported a net loss for the quarter while continuing significant capital investment and carrying elevated liabilities.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
U-Haul Holding Company Hedge Fund Activity
We have seen 103 institutional investors add shares of U-Haul Holding Company stock to their portfolio, and 109 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TRIAN FUND MANAGEMENT, L.P. removed 353,335 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $20,164,828
- ESTUARY CAPITAL MANAGEMENT LP added 214,200 shares (+inf%) to their portfolio in Q3 2025, for an estimated $12,224,394
- FRANKLIN RESOURCES INC added 175,614 shares (+2458.5%) to their portfolio in Q3 2025, for an estimated $10,022,290
- MILLENNIUM MANAGEMENT LLC removed 126,555 shares (-36.2%) from their portfolio in Q3 2025, for an estimated $7,222,493
- SCHARF INVESTMENTS, LLC removed 116,865 shares (-21.3%) from their portfolio in Q4 2025, for an estimated $5,891,164
- LANDMARK INVESTMENT PARTNERS, L.P. added 114,393 shares (+inf%) to their portfolio in Q3 2025, for an estimated $6,528,408
- ARROWMARK COLORADO HOLDINGS LLC added 82,000 shares (+108.2%) to their portfolio in Q3 2025, for an estimated $4,679,740
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.