Geode Capital Management, Llc reports 16.44% increase in ownership of AUK / U-Haul Holding Company

U-Haul Holding Company

DE ˙ DB ˙ US0235861004

47,60 € ↑1,20 (2,59%)

2026-06-05
DEL PRIS

Security	DE:AUK / U-Haul Holding Company
Institution	Geode Capital Management, Llc
Latest Disclosed Ownership	148,981 shares
Latest Disclosed Value	$ 7,120,087

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 148,981 shares of U-Haul Holding Company (DE:AUK) valued at $5,899,648 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 127,950 shares of U-Haul Holding Company. This represents a change in shares of 16.44% during the quarter. The current value of the position is $7,091,496 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	U-HAUL HOLDING	COM	023586100	148,981	21,031	16.44	7,120	10.42	0.0002
2026-02-09	2025-12-31	13F	U-HAUL HOLDING	COM	023586100	127,950	-6,906	-5.12	6,449	-16.24	0.0004
2025-11-12	2025-09-30	13F	U-HAUL HOLDING	COM	023586100	134,856	-16,167	-10.70	7,698	-15.85	0.0005
2025-08-08	2025-06-30	13F	U-HAUL HOLDING	COM	023586100	151,023	-13,885	-8.42	9,148	-15.15	0.0006
2025-05-13	2025-03-31	13F	U-HAUL HOLDING	COM	023586100	164,908	4,172	2.60	10,781	-2.94	0.0008
2025-02-12	2024-12-31	13F	U-HAUL HOLDING	COM	023586100	160,736	-16,941	-9.53	11,108	-19.31	0.0009
2024-11-12	2024-09-30	13F	U-HAUL HOLDING	COM	023586100	177,677	20,167	12.80	13,766	41.58	0.0011
2024-08-09	2024-06-30	13F	U-HAUL HOLDING	COM	023586100	157,510	2,227	1.43	9,723	-7.29	0.0009
2024-05-13	2024-03-31	13F	U-HAUL HOLDING	COM	023586100	155,283	10,022	6.90	10,488	0.52	0.0010
2024-02-13	2023-12-31	13F	U-HAUL HOLDING	COM	023586100	145,261	-8,819	-5.72	10,434	24.04	0.0011
2023-11-13	2023-09-30	13F	U-HAUL HOLDING	COM	023586100	154,080	9,523	6.59	8,411	5.19	0.0010
2023-08-11	2023-06-30	13F	U-HAUL HOLDING	COM	023586100	144,557	-3,984	-2.68	7,997	-9.75	0.0009
2023-05-15	2023-03-31	13F	U-HAUL HOLDING	COM	023586100	148,541	21,489	16.91	8,860	126,471.43	0.0012
2023-02-13	2022-12-31	13F	U-HAUL HOLDING	COM	023586100	127,052	-12,491	-8.95	8	-99.99	0.0011
2022-11-14	2022-09-30	13F	AMERCO	COM	023586100	139,543	-186	-0.13	71,005	6.36	0.0108
2022-08-12	2022-06-30	13F	AMERCO	COM	023586100	139,729	-2,714	-1.91	66,757	-21.39	0.0098
2022-05-13	2022-03-31	13F	AMERCO	COM	023586100	142,443	3,867	2.79	84,917	-15.50	0.0106
2022-02-11	2021-12-31	13F	AMERCO	COM	023586100	138,576	4,805	3.59	100,498	16.45	0.0121
2021-11-12	2021-09-30	13F	AMERCO	COM	023586100	133,771	5,233	4.07	86,303	14.07	0.0116
2021-08-13	2021-06-30	13F	AMERCO	COM	023586100	128,538	3,877	3.11	75,657	-0.85	0.0104
2021-05-12	2021-03-31	13F	AMERCO	COM	023586100	124,661	5,264	4.41	76,303	40.86	0.0117
2021-02-12	2020-12-31	13F	AMERCO	COM	023586100	119,397	8,100	7.28	54,171	36.79	0.0091
2020-11-13	2020-09-30	13F	AMERCO	COM	023586100	111,297	3,084	2.85	39,602	21.21	0.0078
2020-08-13	2020-06-30	13F	AMERCO	COM	023586100	108,213	551	0.51	32,671	4.52	0.0070
2020-05-14	2020-03-31	13F	AMERCO	COM	023586100	107,662	2,228	2.11	31,258	-21.05	0.0081
2020-02-20	2019-12-31	13F/A-1	AMERCO	COM	023586100	105,434	4,796	4.77	39,592	0.93	0.0083
2020-02-13	2019-12-31	13F	AMERCO	COM	023586100	105,434	4,796		39,592		5,045.6533
2019-11-12	2019-09-30	13F	AMERCO	COM	023586100	100,638	-49	-0.05	39,227	2.98	0.0092
2019-08-14	2019-06-30	13F	AMERCO	COM	023586100	100,687	8,939	9.74	38,092	11.83	0.0092
2019-05-14	2019-03-31	13F	AMERCO	COM	023586100	91,748	-6,486	-6.60	34,062	5.74	0.0088
2019-03-06	2018-12-31	13F/A-1	AMERCO	COM	023586100	98,234	16,333	19.94	32,214	10.36	0.0100
2019-02-13	2018-12-31	13F	AMERCO	COM	023586100	98,234	16,333		32,214
2018-11-13	2018-09-30	13F	AMERCO	COM	023586100	81,901	6,706	8.92	29,191	9.08	0.0082
2018-08-14	2018-06-30	13F	AMERCO	COM	023586100	75,195	8,564	12.85	26,760	16.42	0.0082
2018-05-15	2018-03-31	13F	AMERCO	COM	023586100	66,631	2,912	4.57	22,985	-4.51	0.0075
2018-02-13	2017-12-31	13F	AMERCO	COM	023586100	63,719	3,905	6.53	24,070	7.38	0.0082
2017-11-14	2017-09-30	13F	AMERCO	COM	023586100	59,814	405	0.68	22,415	3.11	0.0083
2017-08-14	2017-06-30	13F	AMERCO	COM	023586100	59,409	5,628	10.46	21,739	6.08	0.0085
2017-06-21	2017-03-31	13F/A-1	AMERCO COM	COM	023586100	53,781	4,496	9.12	20,493	12.54	0.0084
2017-05-12	2017-03-31	13F	AMERCO COM	COM	023586100	53,781			20,493
2017-02-14	2016-12-31	13F	AMERCO COM	COM	023586100	49,285	3,360	7.32	18,209	22.35	0.0085
2016-11-10	2016-09-30	13F	AMERCO COM	COM	023586100	45,925	-998	-2.13	14,883	-15.27	0.0075
2016-08-12	2016-06-30	13F	AMERCO COM	COM	023586100	46,923	1,107	2.42	17,566	7.37	0.0096
2016-05-13	2016-03-31	13F	AMERCO COM	COM	023586100	45,816	1,518	3.43	16,360	-5.12	0.0087
2016-02-12	2015-12-31	13F	AMERCO COM	COM	023586100	44,298	-3,091	-6.52	17,242	-7.52	0.0098
2015-11-13	2015-09-30	13F	AMERCO COM	COM	023586100	47,389	-2,698	-5.39	18,645	13.88	0.0113
2015-08-14	2015-06-30	13F	AMERCO COM	COM	023586100	50,087	-1,604	-3.10	16,373	-4.13	0.0093
2015-05-14	2015-03-31	13F	AMERCO COM	COM	023586100	51,691	2,644	5.39	17,078	22.49	0.0098
2015-02-12	2014-12-31	13F	AMERCO COM	COM	023586100	49,047	1,864	3.95	13,942	12.84	0.0083
2014-11-14	2014-09-30	13F	AMERCO COM	COM	023586100	47,183	-1,424	-2.93	12,356	-12.57	0.0080
2014-08-13	2014-06-30	13F	AMERCO COM	COM	023586100	48,607	-1,026	-2.07	14,132	22.67	0.0091
2014-05-14	2014-03-31	13F	AMERCO COM	COM	023586100	49,633	582	1.19	11,520	-1.25	0.0077
2014-02-14	2013-12-31	13F	AMERCO COM	COM	023586100	49,051	3,675	8.10	11,666	39.63	0.0081
2013-11-14	2013-09-30	13F	AMERCO COM	COM	023586100	45,376	8,422	22.79	8,355	39.65	0.0067
2013-08-14	2013-06-30	13F	AMERCO COM	COM	023586100	36,954	36,954		5,983		0.0053

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.