Lipe & Dalton UHAL/B — U Haul Holding Company Com Ser

Ownership history in Lipe & Dalton  ·  4 quarters on record

AI Ownership Summary

Lipe & Dalton reported U Haul Holding Company Com Ser (UHAL/B) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.34% in 2025 Q4. The latest visible filing shows UHAL/B at 0.27% 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 Lipe & Dalton's position in U Haul Holding Company Com Ser, 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
2026 Q3

UHAL/B was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 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 Lipe & Dalton fund profile Lipe & Dalton full holdings
How Lipe & Dalton held UHAL/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 11,135 — 0% 0.27% $588 2026-10-15 $48.65
2026 Q2 REDUCED — — — 11,135 -1,055 -8.7% 0.30% $642 2026-07-14 $48.65
2026 Q1 REDUCED — — — 12,190 -2,475 -16.9% 0.29% $545 2026-04-30 $48.65
2025 Q4 INITIATED — — — 14,665 — — 0.34% $685K 2026-01-26 $52.30

🏢 Other funds also holding UHAL/B

As of 2026 Q3 — sorted by position size

REINHART PARTNERS, LLC. 3Y 7Y 2.48% Lodestone Wealth Management LLC 3Y 0.32% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 0.15% Legacy Wealth Asset Management, LLC 3Y 0.12% DIVERSIFIED MANAGEMENT INC 0.04% Baker Ellis Asset Management LLC 3Y 7Y 0.02% State of Alaska, Department of Revenue 3Y 7Y 0.02% Daytona Street Capital LLC 0.01% OSLO PENSJONSFORSIKRING AS 0.01% Atria Investments, Inc 3Y 7Y 0.01%

FAQ About Lipe & Dalton 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 Lipe & Dalton reported owning UHAL/B?

Lipe & Dalton reported UHAL/B across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported UHAL/B position in Lipe & Dalton's portfolio?

The largest reported portfolio weight for UHAL/B was 0.34% in 2025 Q4.

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

The most recent filing on this page is 2026 Q3, when Lipe & Dalton reported 11,135 shares, equal to 0.27% of portfolio, with an estimated market value of $588.

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

The chart compares Lipe & Dalton'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 Lipe & Dalton time their UHAL/B position?

Based on 13F filing dates vs. subsequent UHAL/B price moves, Lipe & Dalton correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on UHAL/B relative to SPY over the holding period was +1462.2%.

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