Joel Greenblatt's UHAL Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 28,222 shares of U-Haul Holding Company (UHAL) worth $1.61 M, representing 0.01% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in UHAL, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 19,848 shares. Largest reduction occurred in Q1 2021, reducing 5,690 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's U-Haul Holding Company (UHAL) Holding Value Over Time
Track share changes against reported price movement
Quarterly U-Haul Holding Company (UHAL) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2014 | +10,460 | New Buy | 10,460 | $29.06 |
| Q3 2014 | -10,460 | Sold Out | 10,460 | $0.00 |
| Q1 2021 | +4,770 | New Buy | 4,770 | $61.22 |
| Q2 2021 | -4,770 | Sold Out | 4,770 | $0.00 |
| Q4 2021 | +3,870 | New Buy | 3,870 | $72.61 |
| Q1 2022 | +100 | Add 2.58% | 3,970 | $59.70 |
| Q2 2022 | -3,970 | Sold Out | 3,970 | $0.00 |
| Q3 2024 | +4,162 | New Buy | 4,162 | $77.48 |
| Q4 2024 | -4,162 | Sold Out | 4,162 | $0.00 |
| Q1 2025 | +8,374 | New Buy | 8,374 | $65.36 |
| Q2 2025 | -8,374 | Sold Out | 8,374 | $0.00 |
| Q3 2025 | +28,222 | New Buy | 28,222 | $57.07 |
Joel Greenblatt's U-Haul Holding Company Investment FAQs
Joel Greenblatt first purchased U-Haul Holding Company (UHAL) in Q2 2014, acquiring 10,460 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held U-Haul Holding Company (UHAL) for 46 quarters since Q2 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to U-Haul Holding Company (UHAL) was in Q3 2025, adding 28,222 shares worth $1.61 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 28,222 shares of U-Haul Holding Company (UHAL), valued at approximately $1.61 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, U-Haul Holding Company (UHAL) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in U-Haul Holding Company (UHAL) was 28,222 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.