U-Haul Holding Company
DE ˙ DB ˙ US0235861004
47,60 € ↑1,20 (2,59%)
2026-06-05
DEL PRIS
SecurityDE:AUK / U-Haul Holding Company
InstitutionJacobs Levy Equity Management, Inc
Latest Disclosed Ownership231,635 shares
Latest Disclosed Value $ 11,067,520
Jacobs Levy Equity Management, Inc reports 205.92% increase in ownership of AUK / U-Haul Holding Company

On May 15, 2026 - Jacobs Levy Equity Management, Inc filed a 13F-HR form disclosing ownership of 231,635 shares of U-Haul Holding Company (DE:AUK) valued at $9,172,746 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 75,717 shares of U-Haul Holding Company. This represents a change in shares of 205.92% during the quarter. The current value of the position is $11,025,826 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 231,635 155,918 205.92 11,068 190.02 0.0465
2026-02-13 2025-12-31 13F U HAUL HOLDING COM 023586100 75,717 39,830 110.99 3,817 86.33 0.0147
2025-11-17 2025-09-30 13F U HAUL HOLDING COM 023586100 35,887 -15,330 -29.93 2,048 -33.96 0.0081
2025-08-14 2025-06-30 13F U HAUL HOLDING COM 023586100 51,217 20,940 69.16 3,102 56.77 0.0122
2025-05-15 2025-03-31 13F U HAUL HOLDING COM 023586100 30,277 -1,553 -4.88 1,979 -10.05 0.0078
2025-02-14 2024-12-31 13F U HAUL HOLDING COM 023586100 31,830 -2,711 -7.85 2,199 -17.83 0.0078
2024-11-14 2024-09-30 13F U HAUL HOLDING COM 023586100 34,541 -73,021 -67.89 2,676 -59.69 0.0103
2024-08-14 2024-06-30 13F U HAUL HOLDING COM 023586100 107,562 -5,979 -5.27 6,640 -13.42 0.0275
2024-05-15 2024-03-31 13F U HAUL HOLDING COM 023586100 113,541 -9,600 -7.80 7,669 -13.27 0.0343
2024-02-14 2023-12-31 13F U HAUL HOLDING COM 023586100 123,141 61,033 98.27 8,842 160.87 0.0445
2023-11-17 2023-09-30 13F U HAUL HOLDING COM 023586100 62,108 62,108 3,389 0.0201
2022-11-15 2022-09-30 13F AMERCO COM 023586100 0 -668 -100.00 0 -100.00
2022-08-15 2022-06-30 13F AMERCO COM 023586100 668 -25,555 -97.45 319 -97.96 0.0025
2022-05-16 2022-03-31 13F AMERCO COM 023586100 26,223 -17,708 -40.31 15,654 -50.93 0.1053
2022-02-14 2021-12-31 13F AMERCO COM 023586100 43,931 9,107 26.15 31,904 41.81 0.2136
2021-11-15 2021-09-30 13F AMERCO COM 023586100 34,824 -12,266 -26.05 22,497 -18.94 0.1515
2021-08-16 2021-06-30 13F AMERCO COM 023586100 47,090 27,627 141.95 27,755 132.79 0.1882
2021-05-17 2021-03-31 13F AMERCO COM 023586100 19,463 3,333 20.66 11,923 62.84 0.0920
2021-02-16 2020-12-31 13F AMERCO COM 023586100 16,130 8,439 109.73 7,322 167.42 0.0642
2020-11-16 2020-09-30 13F AMERCO COM 023586100 7,691 23 0.30 2,738 18.17 0.0284
2020-08-17 2020-06-30 13F AMERCO COM 023586100 7,668 7,668 2,317 0.0251
2020-02-14 2019-12-31 13F AMERCO COM 023586100 0 -2,529 -100.00 0 -100.00
2019-11-14 2019-09-30 13F AMERCO COM 023586100 2,529 -3,823 -60.19 986 -59.00 0.0121
2019-08-13 2019-06-30 13F AMERCO COM 023586100 6,352 -1,413 -18.20 2,405 -16.64 0.0333
2019-05-14 2019-03-31 13F AMERCO COM 023586100 7,765 5,610 260.32 2,885 308.06 0.0416
2019-02-14 2018-12-31 13F AMERCO COM 023586100 2,155 2,155 707 0.0124
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.