- Most and least shorted industrial stocks with over $2B market cap
Feb 16, 2026
The list of most shorted stocks (above a $2B market cap) in mid-February largely mirrored December’s, with RUN, CAR, EOSE, and PLUG remaining on the list. However, Intuitive Machines (LUNR [https://seekingalpha.com/symbol/LUNR]) joined the top five list.
HERE ARE THE TOP 5 MOST SHORTED INDUSTRIAL STOCKS, ALL WITH A MARKET CAPITALIZATION ABOVE $2 BILLION (AS A % OF SHARES OUTSTANDING):
Intuitive Machines (LUNR [https://seekingalpha.com/symbol/LUNR]), Short Interest: 22.88%.
Sunrun (RUN [https://seekingalpha.com/symbol/RUN]), Short Interest: 24.13%.
Avis Budget Group (CAR [https://seekingalpha.com/symbol/CAR]), Short Interest: 24.15%.
Eos Energy Enterprises (EOSE [https://seekingalpha.com/symbol/EOSE]), Short Interest: 24.68%.
Plug Power (PLUG [https://seekingalpha.com/symbol/PLUG]), Short Interest: 24.78%.
HERE ARE THE LEAST SHORTED INDUSTRIAL STOCKS, WITH A MARKET CAPITALIZATION ABOVE $2 BILLION (AS A % OF SHARES OUTSTANDING):
Grupo Aeroméxico, S.A.B. de C.V. (AERO [https://seekingalpha.com/symbol/AERO]), Short Interest: 0.71%
RTX Corporation (RTX [https://seekingalpha.com/symbol/RTX]), Short Interest: 0.72%
BETA Technologies, Inc. (BETA [https://seekingalpha.com/symbol/BETA]), Short Interest: 0.78%
Rush Enterprises, Inc. (RUSHB [https://seekingalpha.com/symbol/RUSHB]), Short Interest: 0.79%
U-Haul Holding Company (UHAL.B [https://seekingalpha.com/symbol/UHAL.B]), Short Interest: 0.80%
MORE ON SHORT INTEREST REPORT
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* Most and least shorted mid-to mega-cap healthcare stocks in January [https://seekingalpha.com/news/4551065-most-and-least-shorted-mid-to-mega-cap-healthcare-stocks-in-january]
* Quantum computing stocks see elevated bearish bets amid volatility [https://seekingalpha.com/news/4551751-quantum-computing-stocks-see-elevated-bearish-bets-amid-volatility]
* Most and least shorted large cap tech stocks in January [https://seekingalpha.com/news/4550907-most-and-least-shorted-large-cap-tech-stocks-in-january]
- Robert Bruce's Strategic Move: LyondellBasell Industries NV Takes Center Stage
Aug 14, 2025
Exploring the Latest 13F Filing and Investment Adjustments
Robert Bruce (Trades, Portfolio) recently submitted the 13F filing for the second quarter of 2025, providing insights into his investment moves during this period. Robert Bruce (Trades, Portfolio) is the founder of Bruce & Co, the investment firm that serves as the advisor to the Bruce Fund (BRUFX). The Bruce Fund is run by Robert Bruce (Trades, Portfolio) and his son, Robert Jeffrey Bruce. The Fund focuses primarily on common stock investments, though it also invests in high-yield and distressed debt. It may invest in some long-term U.S. government securities if the managers cannot find attractive opportunities elsewhere. The Fund invests mostly in small- and mid-cap stocks, with the occasional large-cap, as well as convertible and distressed bonds. The Bruces tend to hold their stocks for the long-term, generally preferring the securities of distressed companies that are trading at a significant discount but which they believe can make a turnaround.Robert Bruce's Strategic Move: LyondellBasell Industries NV Takes Center Stage
Summary of New Buy
Robert Bruce (Trades, Portfolio) added a total of 1 stock, among them:
The most significant addition was LyondellBasell Industries NV (NYSE:LYB), with 40,000 shares, accounting for 0.75% of the portfolio and a total value of $2.31 million.
Key Position Increases
Robert Bruce (Trades, Portfolio) also increased stakes in a total of 2 stocks, among them:
The most notable increase was Vicor Corp (NASDAQ:VICR), with an additional 20,000 shares, bringing the total to 90,000 shares. This adjustment represents a significant 28.57% increase in share count, a 0.3% impact on the current portfolio, with a total value of $4,082,400. The second largest increase was The Chemours Co (NYSE:CC), with an additional 50,000 shares, bringing the total to 250,000. This adjustment represents a significant 25% increase in share count, with a total value of $2,862,500.
Summary of Sold Out
Robert Bruce (Trades, Portfolio) completely exited 2 of the holdings in the second quarter of 2025, as detailed below:
Organon & Co (NYSE:OGN): Robert Bruce (Trades, Portfolio) sold all 31,200 shares, resulting in a -0.15% impact on the portfolio. IGM Biosciences Inc (NASDAQ:IGMS): Robert Bruce (Trades, Portfolio) liquidated all 100,000 shares, causing a -0.04% impact on the portfolio.
Key Position Reduces
Robert Bruce (Trades, Portfolio) also reduced positions in 4 stocks. The most significant changes include:
Reduced CMS Energy Corp (NYSE:CMS) by 30,000 shares, resulting in a -13.27% decrease in shares and a -0.73% impact on the portfolio. The stock traded at an average price of $71.31 during the quarter and has returned 6.67% over the past 3 months and 11.79% year-to-date. Reduced Merck & Co Inc (NYSE:MRK) by 10,000 shares, resulting in a -4.93% reduction in shares and a -0.29% impact on the portfolio. The stock traded at an average price of $79.65 during the quarter and has returned 13.43% over the past 3 months and -15.50% year-to-date.
Story Continues
Portfolio Overview
At the second quarter of 2025, Robert Bruce (Trades, Portfolio)'s portfolio included 40 stocks, with top holdings including 8.21% in Allstate Corp (NYSE:ALL), 7.98% in U-Haul Holding Co (NYSE:UHAL.B), 7.69% in AbbVie Inc (NYSE:ABBV), 7.1% in NextEra Energy Inc (NYSE:NEE), and 6.97% in AerCap Holdings NV (NYSE:AER).Robert Bruce's Strategic Move: LyondellBasell Industries NV Takes Center Stage
The holdings are mainly concentrated in 9 of all the 11 industries: Utilities, Healthcare, Industrials, Financial Services, Communication Services, Consumer Defensive, Technology, Basic Materials, and Energy.Robert Bruce's Strategic Move: LyondellBasell Industries NV Takes Center Stage
This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.
This article first appeared on GuruFocus.
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- U-Haul Holding declares $0.05 dividend
Jun 5, 2025
* U-Haul Holding (NYSE:UHAL.B [https://seekingalpha.com/symbol/UHAL.B]) declares $0.05/share quarterly dividend [https://seekingalpha.com/pr/20127062-u-haul-holding-company-announces-quarterly-cash-dividend], in line with previous.
* Forward yield [https://seekingalpha.com/symbol/UHAL.B/dividends/yield?source=news_bullet] 0.36%
* Payable June 27; for shareholders of record June 16; ex-div June 16.
* See UHAL.B Dividend Scorecard, Yield Chart, & Dividend Growth. [https://seekingalpha.com/symbol/UHAL.B/dividends?source=news_bullet]
MORE ON U-HAUL
* U-Haul Holding Company (UHAL) Q4 2025 Earnings Call Transcript [https://seekingalpha.com/article/4790990-u-haul-holding-company-uhal-q4-2025-earnings-call-transcript]
* U-Haul Still Looks Very Cheap As Earnings Near [https://seekingalpha.com/article/4785481-u-haul-looks-very-cheap-as-earnings-near]
* U-Haul signals sustained U-Box growth in 2026 while moderating fleet capex [https://seekingalpha.com/news/4453591-u-haul-signals-sustained-u-box-growth-in-2026-while-moderating-fleet-capex]
* U-Haul GAAP EPS of -$0.41 misses by $0.24, revenue of $1.23B beats by $70M [https://seekingalpha.com/news/4453255-u-haul-gaap-eps-of--041-misses-by-024-revenue-of-123b-beats-by-70m]
* Seeking Alpha’s Quant Rating on U-Haul [https://seekingalpha.com/symbol/UHAL/ratings/quant-ratings]
- U-Haul signals sustained U-Box growth in 2026 while moderating fleet capex
May 29, 2025
Earnings Call Insights: U-Haul Holding Company (UHAL) Q4 2025
MANAGEMENT VIEW
* Joe Shoen, Chairman and CEO, highlighted that "the original equipment manufacturers appear to have decided to make reliable fuel efficient ICE vehicles in volume at improved pricing," while noting the need for emissions regulation relief to better serve customers with truck products.
* Shoen stated, "U-Haul... has deflated three quarters of our pickup fleet as we see no path to profitability with more than a small specialized pickup fleet," and commented that resale prices on vans and pickups are steady or improving.
* Shoen described storage as a "bright spot wherever we execute with precision" and underscored that both self-move and self-store remain essential consumer needs.
* Jason Berg, CFO, reported a fourth quarter loss of $82.3 million compared to a loss of $863,000 for the same period last year, with full year fiscal 2025 earnings of $367.1 million, down from $628.7 million in fiscal 2024. Berg added, "For the fourth quarter, our equipment rental revenue results had $29 million increase or just over 4%." He also noted EBITDA at the Moving and Storage segment rose by $5.6 million to $217.3 million for the quarter.
* Berg detailed that "self-storage, revenues were up $18 million or 8% for the quarter" and that U-Box revenue within the Moving and Storage segment was up just under $14 million, with U-Box being the primary contributor.
OUTLOOK
* Shoen expressed that "customers are expressing optimism, at least our truck share customers are," and expects continued demand for both self-move and self-store options.
* Berg projected net fleet CapEx in fiscal year 2026 of $1,295 million, compared to approximately $1,211 million in fiscal 2025, indicating a moderated growth rate in investment.
* Shoen stated, "My expectation is to stay in that range" regarding U-Box growth, saying the market "is vast" and that growth in both moving and storage transactions is expected to continue, with U-Box outpacing the truck share operation for many years to come.
FINANCIAL RESULTS
* Berg reported a $0.41 per share loss for the fourth quarter per non-voting share, compared to less than $0.01 per share loss in the prior year.
* Full year EBITDA for the Moving and Storage segment increased by just under $52 million to $1,619.7 million.
* Equipment rental revenue for fiscal year rose by just over $100 million, a 2.8% increase, with both one-way and in-town transactions up for the quarter, as well as revenue per transaction.
* Capital expenditures for new rental equipment in fiscal 2025 totaled $1,863 million, a $244 million increase year-over-year, while proceeds from the sale of retired rental equipment declined by $76 million to $652 million.
* Self-storage revenue for the year increased by just under $67 million, also up 8%, while average revenue per occupied foot rose approximately 1.6% across the portfolio and 3% for same-store.
* Average occupancy ratio at owned locations declined by 2.5% to just over 77%, while same-store occupancy decreased by 50 basis points to 91.9%.
* U-Box moving transactions and related storage transactions both grew at plus 20% rates, with warehouse space for containers increasing by nearly 25% in the last year.
* Operating expenses at Moving and Storage rose by $53.6 million, notably due to a $27.8 million increase in liability costs associated with the fleet.
Q&A
* Steven Ralston, Zacks Investments: Questioned if the topline business is strengthening and sought the CEO’s outlook for topline growth. Shoen responded, "We're seeing signs that customers are positive... They're accepting a little bit of rate increase."
* Ralston also asked about depreciation, to which Shoen replied, "Depreciation on self-storage is money in the bank... Equipment is different. Equipment really is a depreciating asset."
* Steven Ramsey, Thompson Research Group: Inquired about U-Box growth and future real estate CapEx. Berg responded that U-Box moving transactions are growing faster than storage transactions, both exceeding 20%, and Shoen added, "My expectation is to stay in that range" for U-Box growth. Shoen and Berg indicated real estate CapEx would be more focused on leveraging existing assets rather than emergency expansion.
* Andy Liu, Wolfe Research: Asked about tariff impacts and customer behavior. Shoen stated, "If we communicate strong value that the consumer is still positive... I'm not seeing this" regarding tariff-related hesitation.
* James Wilen, Wilen Management: Raised the valuation gap and potential share repurchases. Shoen acknowledged no current proposal for share buybacks but welcomed input, while Berg attributed Property and Casualty profit decline to market valuation changes in their investment portfolio.
* Stephen Farrell, Oppenheimer: Asked about fleet age and depreciation trends. Shoen described progress toward pre-COVID fleet conditions and does not expect the current elevated depreciation to be the new normal, pointing to improvements as automakers focus on core competencies.
SENTIMENT ANALYSIS
* Analysts expressed a mix of cautious optimism and focused on growth sustainability, valuation, and CapEx discipline, with questions reflecting a positive to neutral sentiment.
* Management maintained a constructive but realistic tone, acknowledging challenges in fleet and depreciation while emphasizing growth areas such as U-Box and storage. Shoen's remarks included confidence in customer optimism and future normalization of fleet costs.
* Compared to the previous quarter, analysts' tone shifted from curiosity about revenue drivers to more strategic questions about growth sustainability and asset utilization. Management's tone remained consistent, though slightly more detailed in discussing cost normalization and growth investments.
QUARTER-OVER-QUARTER COMPARISON
* Guidance language shifted from "emerging from electric vehicle-mania with only modest damage" in Q3 to more direct commentary on ICE vehicle outlook and emissions regulations in Q4.
* Strategic focus in the current quarter emphasized U-Box and storage growth, along with moderating CapEx, versus Q3’s focus on fleet correction and market share stability.
* Analysts in Q4 concentrated on valuation, CapEx, and operational leverage, compared to Q3’s questions on transaction growth and margin potential.
* Year-over-year, equipment rental revenue growth slowed from over 4.5% in Q3 to just over 4% in Q4, while self-storage revenue growth remained steady at 8%. Fleet CapEx growth moderated in outlook for the coming year.
* Management’s confidence in U-Box and storage opportunities was more prominent in Q4, with explicit mention of sustained high growth rates.
RISKS AND CONCERNS
* Shoen noted the need for emissions regulation relief to better serve customers with truck products.
* Berg identified increased fleet depreciation, reduced gains on sales of retired pickups and vans, and declining interest income as headwinds impacting earnings.
* Operating expenses rose primarily from liability costs, while occupancy ratios in storage slightly declined, indicating some operational headwinds.
* Analyst concerns included valuation disconnect, sustainability of growth rates, and the balance between liquidity and capital allocation.
FINAL TAKEAWAY
Management emphasized a positive outlook for U-Box and self-storage growth, with a moderated approach to fleet and real estate investment in fiscal 2026. While acknowledging current earnings pressure from depreciation and asset sales, the company sees normalization ahead as OEM pricing stabilizes and value is communicated to customers. The focus remains on leveraging operational strengths in moving and storage, with a commitment to disciplined capital management and ongoing evaluation of opportunities to enhance shareholder value.
Read the full Earnings Call Transcript [https://seekingalpha.com/symbol/uhal/earnings/transcripts]
MORE ON U-HAUL
* U-Haul Holding Company (UHAL) Q4 2025 Earnings Call Transcript [https://seekingalpha.com/article/4790990-u-haul-holding-company-uhal-q4-2025-earnings-call-transcript]
* U-Haul Still Looks Very Cheap As Earnings Near [https://seekingalpha.com/article/4785481-u-haul-looks-very-cheap-as-earnings-near]
* U-Haul GAAP EPS of -$0.41 misses by $0.24, revenue of $1.23B beats by $70M [https://seekingalpha.com/news/4453255-u-haul-gaap-eps-of--041-misses-by-024-revenue-of-123b-beats-by-70m]
* Which stocks are least liquid? Goldman Sachs lists 50 of them [https://seekingalpha.com/news/4430651-which-stocks-are-least-liquid-goldman-sachs-lists-50-of-them]
* Seeking Alpha’s Quant Rating on U-Haul [https://seekingalpha.com/symbol/UHAL/ratings/quant-ratings]
