Position in UHAL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$809,286
-$66,053 QoQ
Shares Held
18,117
-3.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
9 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UHAL-B | $809,286 | 18,117 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 UHAL-B | $870,298 | 18,620 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $5,041 | 100 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 UHAL-B | $463,648 | 9,109 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 UHAL-B | $516,732 | 9,504 | Shares | Sole | 2025-07-17 | |
| 2024-06-30 UHAL-B | $54,018 | 900 | Shares | Sole | 2024-08-12 | |
| 2024-06-30 | $6,173 | 100 | Shares | Sole | 2024-08-12 | |
| 2021-03-31 | $589,321 | 962 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $476,204 | 1,049 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $385,526 | 1,083 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $242,658 | 803 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||