Position in UHAL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,045,407
+$454,619 QoQ
Shares Held
35,449
-0.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
#120
of 330 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Lakewood Asset Management LLC holds $2,532,065 across 2 Rental & Leasing Services names. UHAL ranks #1 (80.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHAL |
U-Haul Holding Co /NV/
This page
|
35,449 | $2,045,407 | |
| 2 | WLFC |
Willis Lease Finance Corp
|
19,143 | $486,658 |
All Filings in UHAL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $2,045,407 | 35,449 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 UHAL-B | $1,590,788 | 35,612 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 UHAL-B | $2,128,025 | 45,529 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 UHAL-B | $2,288,922 | 44,969 | Shares | Sole | 2025-10-24 | |
| 2025-09-30 | $243,631 | 4,269 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 UHAL-B | $2,392,606 | 44,006 | Shares | Sole | 2025-07-17 | |
| 2025-06-30 | $258,530 | 4,269 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 UHAL-B | $2,619,721 | 44,267 | Shares | Sole | 2025-04-24 | |
| 2025-03-31 | $280,851 | 4,297 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $223,782 | 3,239 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $261,185 | 3,371 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $234,574 | 3,800 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $259,083 | 3,836 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $276,286 | 3,848 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $235,414 | 4,314 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 UHAL-B | $2,054,567 | 40,548 | Shares | Sole | 2023-07-13 | |
| 2023-06-30 | $238,650 | 4,314 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 UHAL-B | $2,094,169 | 40,389 | Shares | Sole | 2023-04-13 | |
| 2023-03-31 | $258,881 | 4,340 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 UHAL-B | $2,175,668 | 39,572 | Shares | Sole | 2023-03-01 | |
| 2022-12-31 | $262,789 | 4,366 | Shares | Sole | 2023-03-01 | |
| No filing history on record for this holder in this stock. | ||||||