Position in UHAL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$68,130,820
-$50,921,180 QoQ
Shares Held
1,500,000
-40.0% QoQ
Ownership
0.772%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
All Filings in UHAL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UHAL-B | $50,834,460 | 1,138,000 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $17,296,360 | 362,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 UHAL-B | $88,806,000 | 1,900,000 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $30,246,000 | 600,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 UHAL-B | $96,710,000 | 1,900,000 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $34,242,000 | 600,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 UHAL-B | $100,584,500 | 1,850,000 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $39,364,000 | 650,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 UHAL-B | $106,524,000 | 1,800,000 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $45,752,000 | 700,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 UHAL-B | $115,290,000 | 1,800,000 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $48,363,000 | 700,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 UHAL-B | $120,240,000 | 1,670,000 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $46,488,000 | 600,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 UHAL-B | $100,233,400 | 1,670,000 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $32,716,900 | 530,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 UHAL-B | $104,687,600 | 1,570,000 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $29,042,200 | 430,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 UHAL-B | $53,709,091 | 762,480 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $10,770,000 | 150,000 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||