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LRI Investments, LLC

Position in UHAL — U-Haul Holding Co /NV/

CIK 2023325 PALM BEACH GARDENS, FL

Position in UHAL

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$65
-$131,155 QoQ
Shares Held
1
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#329
of 330 holders
Holding Since
Jun 2024
7 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, 2026

LRI Investments, LLC holds $341,068 across 9 Rental & Leasing Services names. UHAL ranks #9 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in UHAL

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $65 1
2025-09-30 UHAL-B $131,220 2,578
2025-06-30 UHAL-B $155,824 2,866
2025-03-31 UHAL-B $169,195 2,859
2024-12-31 UHAL-B $231,156 3,609
2024-09-30 UHAL-B $259,848 3,609
2024-06-30 UHAL-B $208,029 3,466