U-Haul Holding Company
DE ˙ DB ˙ US0235861004
47,60 € ↑1,20 (2,59%)
2026-06-05
DEL PRIS
SecurityDE:AUK / U-Haul Holding Company
InstitutionArrowMark Colorado Holdings LLC
Latest Disclosed Ownership183,800 shares
Latest Disclosed Value $ 8,781,964
ArrowMark Colorado Holdings LLC reports 15.61% decrease in ownership of AUK / U-Haul Holding Company

On May 15, 2026 - ArrowMark Colorado Holdings LLC filed a 13F-HR form disclosing ownership of 183,800 shares of U-Haul Holding Company (DE:AUK) valued at $7,278,480 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 217,800 shares of U-Haul Holding Company. This represents a change in shares of -15.61% during the quarter. The current value of the position is $8,748,880 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F U HAUL HOLDING COM 023586100 183,800 -34,000 -15.61 8,782 -20.02 0.2334
2026-02-17 2025-12-31 13F U HAUL HOLDING COM 023586100 217,800 60,000 38.02 10,979 21.92 0.2416
2025-11-14 2025-09-30 13F U HAUL HOLDING COM 023586100 157,800 82,000 108.18 9,006 96.19 0.1672
2025-08-14 2025-06-30 13F U HAUL HOLDING COM 023586100 75,800 0 0.00 4,590 -7.35 0.0827
2025-05-15 2025-03-31 13F U HAUL HOLDING COM 023586100 75,800 0 0.00 4,954 -5.40 0.0802
2025-02-14 2024-12-31 13F U HAUL HOLDING COM 023586100 75,800 0 0.00 5,237 -10.81 0.0704
2024-11-14 2024-09-30 13F U HAUL HOLDING COM 023586100 75,800 -45,000 -37.25 5,873 -21.24 0.0752
2024-08-14 2024-06-30 13F U HAUL HOLDING COM 023586100 120,800 75,000 163.76 7,457 141.06 0.0889
2024-05-15 2024-03-31 13F U HAUL HOLDING COM 023586100 45,800 13,800 43.12 3,093 34.65 0.0347
2024-02-14 2023-12-31 13F U HAUL HOLDING COM 023586100 32,000 -19,000 -37.25 2,298 -17.46 0.0254
2023-11-14 2023-09-30 13F U HAUL HOLDING COM 023586100 51,000 28,000 121.74 2,783 118.79 0.0339
2023-08-14 2023-06-30 13F U HAUL HOLDING COM 023586100 23,000 0 0.00 1,272 -7.22 0.0140
2023-05-15 2023-03-31 13F U HAUL HOLDING COM 023586100 23,000 0 0.00 1,372 -0.94 0.0156
2023-02-14 2022-12-31 13F U HAUL HOLDING COM 023586100 23,000 0 0.00 1,384 -88.18 0.0165
2022-11-14 2022-09-30 13F AMERCO COM 023586100 23,000 0 0.00 11,712 6.48 0.1436
2022-08-15 2022-06-30 13F AMERCO COM 023586100 23,000 0 0.00 10,999 -19.89 0.1259
2022-05-16 2022-03-31 13F AMERCO COM 023586100 23,000 0 0.00 13,730 -17.80 0.1201
2022-02-14 2021-12-31 13F AMERCO COM 023586100 23,000 0 0.00 16,703 12.41 0.1339
2021-11-15 2021-09-30 13F AMERCO COM 023586100 23,000 0 0.00 14,859 9.61 0.1171
2021-08-16 2021-06-30 13F AMERCO COM 023586100 23,000 -4,000 -14.81 13,556 -18.04 0.1020
2021-05-17 2021-03-31 13F AMERCO COM 023586100 27,000 0 0.00 16,540 34.94 0.1237
2021-02-16 2020-12-31 13F AMERCO COM 023586100 27,000 0 0.00 12,257 27.53 0.0950
2020-11-16 2020-09-30 13F AMERCO COM 023586100 27,000 0 0.00 9,611 17.80 0.0916
2020-08-14 2020-06-30 13F AMERCO COM 023586100 27,000 21,000 350.00 8,159 368.10 0.0850
2020-05-15 2020-03-31 13F AMERCO COM 023586100 6,000 6,000 1,743 0.0229
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.