O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in UHAL — U-Haul Holding Co /NV/
CIK 1423442
Stamford, CT
Position in UHAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$344,318
+$87,862 QoQ
Shares Held
5,967
+3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 330 holders
Holding Since
Jun 2020
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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $42,717,993 across 12 Rental & Leasing Services names. UHAL ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
22,807 | $25,837,822 | |
| 2 | R |
Ryder System Inc
|
20,250 | $5,341,342 | |
| 3 | AER |
AerCap Holdings N.V.
|
29,252 | $4,264,356 | |
| 4 | PRG |
PROG Holdings, Inc.
|
50,342 | $2,346,440 | |
| 5 | CAR |
Avis Budget Group, Inc.
|
6,792 | $1,004,061 | |
| 6 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
13,312 | $995,870 | |
| 7 | GATX |
Gatx Corp
|
5,097 | $903,137 | |
| 8 | WSC |
WillScot Holdings Corp
|
27,148 | $783,491 |
All Filings in UHAL
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $344,122 | 5,964 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $196 | 3 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 UHAL-B | $256,361 | 5,739 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $95 | 2 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 UHAL-B | $250,479 | 5,359 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $2,218 | 44 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 UHAL-B | $333,242 | 6,547 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $56,556 | 991 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 UHAL-B | $423,324 | 7,786 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $44,027 | 727 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 UHAL-B | $533,270 | 9,011 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $49,020 | 750 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 UHAL-B | $525,402 | 8,203 | Shares | Sole | 2025-02-12 | |
| 2024-12-31 | $51,748 | 749 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 UHAL-B | $538,776 | 7,483 | Shares | Sole | 2024-11-12 | |
| 2024-09-30 | $78,642 | 1,015 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 UHAL-B | $311,623 | 5,192 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $61,606 | 998 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 UHAL-B | $325,598 | 4,883 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $67,472 | 999 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 UHAL-B | $341,211 | 4,844 | Shares | Sole | 2024-02-09 | |
| 2023-12-31 | $71,656 | 998 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 UHAL-B | $238,322 | 4,549 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $35,688 | 654 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 UHAL-B | $240,324 | 4,635 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $48,793 | 818 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 UHAL-B | $261,759 | 4,761 | Shares | Sole | 2023-02-10 | |
| 2022-12-31 | $49,476 | 822 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $271,414 | 533 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $1,292 | 2 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,178 | 2 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,225 | 2 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $453 | 1 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $355 | 1 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $302 | 1 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||