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Carnegie Lake Advisors LLC

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

CIK 2043591 PRINCETON, NJ

Position in UHAL

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$485,564
+$125,064 QoQ
Shares Held
7,420
-1.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#181
of 330 holders
Holding Since
Sep 2024
8 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, 2026

Carnegie Lake Advisors LLC holds $4,212,228 across 3 Rental & Leasing Services names. UHAL ranks #2 (11.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 UHAL
U-Haul Holding Co /NV/
This page
7,420 $485,564

All Filings in UHAL

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $485,564 7,420
2026-03-31 $360,500 7,545
2025-12-31 $380,343 7,545
2025-09-30 UHAL-B $1,469,992 28,880
2025-09-30 $432,019 7,570
2025-06-30 UHAL-B $1,692,538 31,130
2025-06-30 $473,579 7,820
2025-03-31 UHAL-B $1,836,355 31,030
2025-03-31 $524,187 8,020
2024-12-31 UHAL-B $1,949,041 30,430
2024-12-31 $554,101 8,020
2024-09-30 UHAL-B $2,111,760 29,330
2024-09-30 $664,003 8,570