Joel Greenblatt's UHAL Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 33,935 shares of U-Haul Holding Company (UHAL) worth $1.71 M, representing 0.01% of the portfolio. First purchased in 2014-Q2, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in UHAL, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 28,222 shares. Largest reduction occurred in Q3 2014, reducing 10,460 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +5,713 | Add 20.24% | 33,935 | $50.41 |
| Q3 2025 | +28,222 | New Buy | 28,222 | $57.07 |
| Q2 2025 | -8,374 | Sold Out | 0 | $0.00 |
| Q1 2025 | +8,374 | New Buy | 8,374 | $65.36 |
| Q4 2024 | -4,162 | Sold Out | 0 | $0.00 |
| Q3 2024 | +4,162 | New Buy | 4,162 | $77.48 |
| Q2 2022 | -3,970 | Sold Out | 0 | $0.00 |
| Q1 2022 | +100 | Add 2.58% | 3,970 | $59.70 |
| Q4 2021 | +3,870 | New Buy | 3,870 | $72.61 |
| Q2 2021 | -4,770 | Sold Out | 0 | $0.00 |
| Q1 2021 | +4,770 | New Buy | 4,770 | $61.22 |
| Q3 2014 | -10,460 | Sold Out | 0 | $0.00 |
| Q2 2014 | +10,460 | New Buy | 10,460 | $29.06 |
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 13 quarters since Q2 2014.
Joel Greenblatt's largest addition to U-Haul Holding Company (UHAL) was in Q3 2025, adding 28,222 shares worth $1.61 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 33,935 shares of U-Haul Holding Company (UHAL), valued at approximately $1.71 M.
As of the Q4 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.
Joel Greenblatt's peak holding in U-Haul Holding Company (UHAL) was 33,935 shares, as reported at the end of Q4 2025.