Baker Ellis Asset Management LLC
Position in UHAL — U-Haul Holding Co /NV/
CIK 1365559
Vancouver, WA
Position in UHAL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$226,422
+$23,621 QoQ
Shares Held
3,460
-23.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#223
of 330 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Baker Ellis Asset Management LLC holds $226,422 across 1 Rental & Leasing Services name. UHAL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHAL |
U-Haul Holding Co /NV/
This page
|
3,460 | $226,422 |
All Filings in UHAL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,422 | 3,460 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 UHAL-B | $202,801 | 4,540 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 UHAL-B | $216,873 | 4,640 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 UHAL-B | $257,554 | 5,060 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 UHAL-B | $321,326 | 5,910 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 UHAL-B | $349,753 | 5,910 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 UHAL-B | $378,535 | 5,910 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 UHAL-B | $382,320 | 5,310 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 UHAL-B | $318,706 | 5,310 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 UHAL-B | $367,406 | 5,510 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 UHAL-B | $388,124 | 5,510 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 UHAL-B | $307,005 | 5,860 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 UHAL-B | $296,926 | 5,860 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 UHAL-B | $316,803 | 6,110 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 UHAL-B | $301,840 | 5,490 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $310,624 | 610 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $236,723 | 495 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $307,424 | 515 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $272,336 | 375 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $226,110 | 350 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $206,290 | 350 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||