Carnegie Lake Advisors LLC UHAL/B — U HAUL HOLDING COMPANY

Ownership history in Carnegie Lake Advisors LLC  ·  5 quarters on record

AI Ownership Summary

Carnegie Lake Advisors LLC reported U HAUL HOLDING COMPANY (UHAL/B) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.84% in 2024 Q3. The latest visible filing shows UHAL/B at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UHAL/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Carnegie Lake Advisors LLC's position in U HAUL HOLDING COMPANY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UHAL/B was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UHAL/B stock page Carnegie Lake Advisors LLC fund profile Carnegie Lake Advisors LLC full holdings
How Carnegie Lake Advisors LLC held UHAL/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 28,880 -2,250 -7.2% 0.57% $1.5M 2025-10-20 $50.64
2025 Q2 ADDED — — — 31,130 +100 +0.3% 0.67% $1.7M 2025-08-06 $51.41
2025 Q1 ADDED — — — 31,030 +600 +2.0% 0.75% $1.8M 2025-05-05 $57.33
2024 Q4 ADDED — — — 30,430 +1,100 +3.8% 0.79% $1.9M 2025-01-29 $63.66
2024 Q3 INITIATED — — — 29,330 — — 0.84% $2.1M 2024-11-04 $67.35

🏢 Other funds also holding UHAL/B

As of 2026 Q1 — sorted by position size

Applied Fundamental Research, LLC 3Y 7.02% Bruce & Co., Inc. 3Y 7Y 5.77% Bayberry Capital Partners LP 3Y 4.01% Oppenheimer & Close, LLC 3Y 7Y 3.79% YACKTMAN ASSET MANAGEMENT LP 3Y 7Y 3.6% Harspring Capital Management, LLC 3Y 3.41% ABRAMS CAPITAL MANAGEMENT, L.P. 3Y 7Y 3.13% Wallace Capital Management Inc. 3Y 7Y 2.78% Tensile Capital Management LP 3Y 7Y 2.44% Diversified Investment Strategies, LLC 3Y 7Y 2.38%

FAQ About Carnegie Lake Advisors LLC and UHAL/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has Carnegie Lake Advisors LLC reported owning UHAL/B?

Carnegie Lake Advisors LLC reported UHAL/B across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported UHAL/B position in Carnegie Lake Advisors LLC's portfolio?

The largest reported portfolio weight for UHAL/B was 0.84% in 2024 Q3.

What is the latest reported UHAL/B position on this page?

The most recent filing on this page is 2025 Q3, when Carnegie Lake Advisors LLC reported 28,880 shares, equal to 0.57% of portfolio, with an estimated market value of $1.5M.

What does the chart on this UHAL/B ownership page compare?

The chart compares Carnegie Lake Advisors LLC's quarterly UHAL/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Carnegie Lake Advisors LLC time their UHAL/B position?

Based on 13F filing dates vs. subsequent UHAL/B price moves, Carnegie Lake Advisors LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on UHAL/B relative to SPY over the holding period was -38.2%.

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