Self-Storage Business Powers U-Haul Holding Company’s (UHAL) Valuation

Self-Storage Business Powers U-Haul Holding Company’s (UHAL) Valuation Soumya Eswaran Mon, May 25, 2026 at 10:45 PM GMT+7 3 min read UHAL ^GSPC UHAL-B Yachtman Asset Management released its first-quarter 2026 investor letter for its AMG “Yacktman Focused Fund”. A copy of the letter is available to download here. The Fund returned 10.37% for the first quarter, outperforming both the Russell 1000® Value Index and the S&P 500 Index, which returned 2.10% and -4.33%, respectively. The U.S. markets continue to post new highs, with the S&P 500® having compounded at mid-twenties percent returns from 2023 to 2025. The letter noted that there are no indications of a slowdown in the US market, despite significant geopolitical events. The Fund remains disciplined, investing in companies and building a portfolio of strong, risk-adjusted returns throughout the market cycle, emphasizing a long-term strategy for differentiated returns. In addition, please check the Fund’s top five holdings to know its best picks in 2026.

In its first-quarter 2026 investor letter, Yacktman Focused Fund highlighted U-Haul Holding Company (NYSE:UHAL). U-Haul Holding Company (NYSE:UHAL) is a leading do-it-yourself moving and storage operator for household and commercial goods across the United States and Canada. On May 22, 2026, U-Haul Holding Company (NYSE:UHAL) closed at $51.55 per share. One-month return of U-Haul Holding Company (NYSE:UHAL) was -1.96%, and its shares lost 16.84% over the past 52 weeks. U-Haul Holding Company (NYSE:UHAL) has a market capitalization of $9.79 billion.

Yacktman Focused Fund stated the following regarding U-Haul Holding Company (NYSE:UHAL) in its Q1 2026 investor letter: