Position in UHAL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,112,963
-$428,265 QoQ
Shares Held
33,310
-39.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#117
of 330 holders
Holding Since
Jun 2025
5 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, 2026Summit Trail Advisors, LLC holds $10,180,810 across 7 Rental & Leasing Services names. UHAL ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
3,804 | $4,309,513 | |
| 2 | UHAL |
U-Haul Holding Co /NV/
This page
|
33,310 | $2,112,963 | |
| 3 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
17,409 | $1,302,367 | |
| 4 | WSC |
WillScot Holdings Corp
|
42,322 | $1,221,412 | |
| 5 | CAR |
Avis Budget Group, Inc.
|
3,496 | $516,813 | |
| 6 | R |
Ryder System Inc
|
1,608 | $424,142 | |
| 7 | AER |
AerCap Holdings N.V.
|
2,014 | $293,600 |
All Filings in UHAL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $498,297 | 8,636 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $1,614,666 | 24,674 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 UHAL-B | $1,111,746 | 24,888 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $1,429,482 | 29,918 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 UHAL-B | $851,789 | 18,224 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $918,823 | 18,227 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 UHAL-B | $819,184 | 16,094 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $1,120,169 | 19,628 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 UHAL-B | $501,726 | 9,228 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $269,976 | 4,458 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||