Position in UHAL
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$81,880,914
-$3,306,334 QoQ
Shares Held
1,833,018
+0.6% QoQ
Ownership
0.943%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
All Filings in UHAL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UHAL-B | $81,880,914 | 1,833,018 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 UHAL-B | $85,187,248 | 1,822,577 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 UHAL-B | $88,945,663 | 1,747,459 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 UHAL-B | $95,270,919 | 1,752,270 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 UHAL-B | $103,938,662 | 1,756,314 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 UHAL-B | $101,271,184 | 1,581,127 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 UHAL-B | $77,086,512 | 1,070,646 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 UHAL-B | $88,330,413 | 1,471,683 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 UHAL-B | $98,696,068 | 1,480,145 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 UHAL-B | $107,460,446 | 1,525,560 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 UHAL-B | $77,270,220 | 1,474,904 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 UHAL-B | $72,549,610 | 1,431,806 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 UHAL-B | $62,513,937 | 1,205,669 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 UHAL-B | $66,169,584 | 1,203,521 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $58,249,166 | 114,389 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $55,220,739 | 115,469 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $79,302,882 | 132,849 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $67,415,930 | 92,830 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $74,672,669 | 115,587 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $60,277,938 | 102,270 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $71,812,035 | 117,225 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $58,797,353 | 129,521 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $44,376,466 | 124,660 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $39,627,081 | 131,133 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $36,706,924 | 126,336 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||