Position in UHAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,298,731
+$1,996,061 QoQ
Shares Held
143,022
+1.7% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
5.27%
of 13F equity value
Holder Rank
#62
of 330 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Oppenheimer & Close, LLC holds $8,298,731 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
|
143,022 | $8,298,731 |
All Filings in UHAL
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $7,906,746 | 137,032 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $391,985 | 5,990 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 UHAL-B | $6,016,468 | 134,687 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $286,202 | 5,990 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 UHAL-B | $5,457,736 | 116,768 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $301,955 | 5,990 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 UHAL-B | $2,502,396 | 49,163 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $341,849 | 5,990 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 UHAL-B | $2,478,130 | 45,579 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $363,057 | 5,995 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 UHAL-B | $2,732,577 | 46,174 | Shares | Sole | 2025-04-29 | |
| 2025-03-31 | $392,160 | 6,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 UHAL-B | $3,083,943 | 48,149 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $422,485 | 6,115 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 UHAL-B | $3,535,128 | 49,099 | Shares | Sole | 2024-10-17 | |
| 2024-09-30 | $481,538 | 6,215 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 UHAL-B | $2,962,167 | 49,353 | Shares | Sole | 2024-07-25 | |
| 2024-06-30 | $383,651 | 6,215 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 UHAL-B | $3,290,858 | 49,353 | Shares | Sole | 2024-05-07 | |
| 2024-03-31 | $419,761 | 6,215 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 UHAL-B | $3,490,513 | 49,553 | Shares | Sole | 2024-02-08 | |
| 2023-12-31 | $448,391 | 6,245 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 UHAL-B | $2,537,928 | 48,443 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $340,789 | 6,245 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 UHAL-B | $2,445,486 | 48,263 | Shares | Sole | 2023-07-24 | |
| 2023-06-30 | $345,473 | 6,245 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 UHAL-B | $2,420,876 | 46,690 | Shares | Sole | 2023-05-09 | |
| 2023-03-31 | $373,707 | 6,265 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 UHAL-B | $2,516,159 | 45,765 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $378,294 | 6,285 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,548,646 | 5,005 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||