Position in UHAL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$164,711
+$47,229 QoQ
Shares Held
2,816
+7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#233
of 330 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $2,364,293 across 15 Rental & Leasing Services names. UHAL ranks #2 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
1,841 | $2,085,650 | |
| 2 | UHAL |
U-Haul Holding Co /NV/
This page
|
2,816 | $164,711 | |
| 3 | GATX |
Gatx Corp
|
175 | $31,008 | |
| 4 | VSTS |
Vestis Corp
|
1,055 | $15,318 | |
| 5 | AER |
AerCap Holdings N.V.
|
100 | $14,578 | |
| 6 | R |
Ryder System Inc
|
48 | $12,660 | |
| 7 | PRG |
PROG Holdings, Inc.
|
242 | $11,279 | |
| 8 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
113 | $8,453 |
All Filings in UHAL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $145,865 | 2,528 | Shares | Sole | 2026-08-06 | |
| 2026-06-30 | $18,846 | 288 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 UHAL-B | $106,493 | 2,384 | Shares | Sole | 2026-05-07 | |
| 2026-03-31 | $10,989 | 230 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 UHAL-B | $110,072 | 2,355 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $10,787 | 214 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 UHAL-B | $117,833 | 2,315 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $22,371 | 392 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 UHAL-B | $125,322 | 2,305 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $23,618 | 390 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 UHAL-B | $136,409 | 2,305 | Shares | Sole | 2025-04-08 | |
| 2025-03-31 | $25,686 | 393 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 UHAL-B | $147,315 | 2,300 | Shares | Sole | 2025-02-04 | |
| 2024-12-31 | $26,945 | 390 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 UHAL-B | $165,600 | 2,300 | Shares | Sole | 2024-10-18 | |
| 2024-09-30 | $30,217 | 390 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 UHAL-B | $138,046 | 2,300 | Shares | Sole | 2024-07-31 | |
| 2024-06-30 | $24,074 | 390 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 UHAL-B | $153,364 | 2,300 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $26,340 | 390 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 UHAL-B | $162,012 | 2,300 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $28,002 | 390 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||