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

14 hours ago 3

Soumya Eswaran

Mon, May 25, 2026 astatine 10:45 AM CDT 3 min read

Yachtman Asset Management released its first-quarter 2026 capitalist missive for its AMG “Yacktman Focused Fund”. A transcript of the missive is disposable to download here. The Fund returned 10.37% for the archetypal quarter, outperforming some the Russell 1000® Value Index and the S&P 500 Index, which returned 2.10% and -4.33%, respectively. The U.S. markets proceed to station caller highs, with the S&P 500® having compounded astatine mid-twenties percent returns from 2023 to 2025. The missive noted that determination are nary indications of a slowdown successful the US market, contempt important geopolitical events. The Fund remains disciplined, investing successful companies and gathering a portfolio of strong, risk-adjusted returns passim the marketplace cycle, emphasizing a semipermanent strategy for differentiated returns. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2026.

In its first-quarter 2026 capitalist letter, Yacktman Focused Fund highlighted U-Haul Holding Company (NYSE:UHAL). U-Haul Holding Company (NYSE:UHAL) is simply a starring do-it-yourself moving and retention relation for household and commercialized goods crossed the United States and Canada. On May 22, 2026, U-Haul Holding Company (NYSE:UHAL) closed astatine $51.55 per share. One-month instrumentality of U-Haul Holding Company (NYSE:UHAL) was -1.96%, and its shares mislaid 16.84% implicit the past 52 weeks. U-Haul Holding Company (NYSE:UHAL) has a marketplace capitalization of $9.79 billion.

Yacktman Focused Fund stated the pursuing regarding U-Haul Holding Company (NYSE:UHAL) successful its Q1 2026 capitalist letter:

"U-Haul Holding Company (NYSE:UHAL) detracted from performance, but we saw grounds of the worth of U-Haul’s ample self-storage concern precocious successful the archetypal quarter. Public Storage® announced the acquisition of the fig 5 competitor, National Storage Affiliates, some self-storage existent property concern trusts (REITs). U-Haul does not interruption retired elaborate financials for its trucking versus its self-storage business. Applying the valuation methodology of the National Storage acquisition to U-Haul’s self-storage concern suggests that each of U-Haul’s marketplace capitalization tin beryllium attributed to the self-storage business, not counting the motortruck rental concern that is synonymous with “U-Haul.” The institution continues to put currency travel similar concern owners with a semipermanent perspective."

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