Southpoint Capital Advisors LP UHAL — U HAUL HOLDING COMPANY

Ownership history in Southpoint Capital Advisors LP  ·  10 quarters on record

AI Ownership Summary

Southpoint Capital Advisors LP reported U HAUL HOLDING COMPANY (UHAL) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.13% in 2024 Q4. The latest visible filing shows UHAL at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UHAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Southpoint Capital Advisors LP's position in U HAUL HOLDING COMPANY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UHAL was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UHAL stock page Southpoint Capital Advisors LP fund profile Southpoint Capital Advisors LP full holdings
How Southpoint Capital Advisors LP held UHAL — position size vs. price
% of Fund (quarterly)    UHAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 362,000 -238,000 -39.7% 0.36% $17.3M 2026-05-15 $48.67
2025 Q4 UNCHANGED — — — 600,000 — 0% 0.70% $30.2M 2026-02-17 $50.25
2025 Q3 REDUCED 7.7% -11.5% ✅ 600,000 -50,000 -7.7% 0.90% $34.2M 2025-11-14 $51.53
2025 Q2 REDUCED 7.1% -4.9% ✅ 650,000 -50,000 -7.1% 0.99% $39.4M 2025-08-14 $58.29
2025 Q1 UNCHANGED — — — 700,000 — 0% 1.09% $45.8M 2025-05-15 $65.54
2024 Q4 ADDED — — — 700,000 +100,000 +16.7% 1.13% $48.4M 2025-02-14 $74.26
2024 Q3 ADDED — — — 600,000 +70,000 +13.2% 1.10% $46.5M 2024-11-14 $70.42
2024 Q2 ADDED — — — 530,000 +100,000 +23.3% 0.81% $32.7M 2024-08-14 $67.08
2024 Q1 ADDED — — — 430,000 +280,000 +186.7% 0.57% $29.0M 2024-05-15 $69.10
2023 Q4 INITIATED — — — 150,000 — — 0.23% $10.8M 2024-02-14 $64.94

🏢 Other funds also holding UHAL

As of 2026 Q1 — sorted by position size

Orvieto Partners, L.P. 3.24% Bruce & Co., Inc. 3Y 7Y 1.01% Deltroit Asset Management (UK) LLP 0.65% VARCOV Co. 0.53% SCHARF INVESTMENTS, LLC 3Y 7Y 0.47% Old West Investment Management, LLC 3Y 7Y 0.41% Wallace Capital Management Inc. 3Y 7Y 0.26% Diversified Investment Strategies, LLC 3Y 7Y 0.25% ArrowMark Colorado Holdings LLC 3Y 7Y 0.23% Kerrisdale Advisers, LLC 3Y 7Y 0.23%

FAQ About Southpoint Capital Advisors LP and UHAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Southpoint Capital Advisors LP reported owning UHAL?

Southpoint Capital Advisors LP reported UHAL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UHAL position in Southpoint Capital Advisors LP's portfolio?

The largest reported portfolio weight for UHAL was 1.13% in 2024 Q4.

What is the latest reported UHAL position on this page?

The most recent filing on this page is 2026 Q1, when Southpoint Capital Advisors LP reported 362,000 shares, equal to 0.36% of portfolio, with an estimated market value of $17.3M.

What does the chart on this UHAL ownership page compare?

The chart compares Southpoint Capital Advisors LP's quarterly UHAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Southpoint Capital Advisors LP time their UHAL position?

Based on 13F filing dates vs. subsequent UHAL price moves, Southpoint Capital Advisors LP correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on UHAL relative to SPY over the holding period was -27.1%.

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