Mraz, Amerine & Associates, Inc. UHAL/B U HAUL HOLDING COMPANY

Ownership history in Mraz, Amerine & Associates, Inc.  ·  13 quarters on record

AI Ownership Summary

Mraz, Amerine & Associates, Inc. reported U HAUL HOLDING COMPANY (UHAL/B) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.31% in 2023 Q4. The latest visible filing shows UHAL/B at 0.77% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

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 Mraz, Amerine & Associates, Inc.'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
2026 Q1

UHAL/B was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.31% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

How Mraz, Amerine & Associates, Inc. held UHAL/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 117,166 +5,988 +5.4% 0.77% $5.2M 2026-05-05 $48.65
2025 Q4 ADDED 111,178 +8,075 +7.8% 0.77% $5.2M 2026-02-06 $45.62
2025 Q3 ADDED 103,103 +5,830 +6.0% 0.82% $5.2M 2025-11-06 $48.43
2025 Q2 ADDED 97,273 +8,096 +9.1% 0.85% $5.3M 2025-07-23 $56.17
2025 Q1 ADDED 89,177 +1,790 +2.0% 0.90% $5.3M 2025-04-30 $54.58
2024 Q4 REDUCED 87,387 -411 -0.5% 1.00% $5.6M 2025-01-31 $64.42
2024 Q3 REDUCED 87,798 -735 -0.8% 1.14% $6.3M 2024-10-23 $64.52
2024 Q2 ADDED 88,533 +358 +0.4% 1.09% $5.3M 2024-08-01 $62.17
2024 Q1 REDUCED 88,175 -322 -0.4% 1.11% $5.9M 2024-05-15 $66.02
2023 Q4 ADDED 88,497 +3,565 +4.2% 1.31% $6.2M 2024-01-31 $63.36
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Mraz, Amerine & Associates, Inc. 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 Mraz, Amerine & Associates, Inc. reported owning UHAL/B?

Mraz, Amerine & Associates, Inc. reported UHAL/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UHAL/B position in Mraz, Amerine & Associates, Inc.'s portfolio?

The largest reported portfolio weight for UHAL/B was 1.31% in 2023 Q4.

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

The most recent filing on this page is 2026 Q1, when Mraz, Amerine & Associates, Inc. reported 117,166 shares, equal to 0.77% of portfolio, with an estimated market value of $5.2M.

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

The chart compares Mraz, Amerine & Associates, Inc.'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 Mraz, Amerine & Associates, Inc. time their UHAL/B position?

Based on 13F filing dates vs. subsequent UHAL/B price moves, Mraz, Amerine & Associates, Inc. correctly timed 9 out of 12 reported position changes (75%). The annualised alpha on UHAL/B relative to SPY over the holding period was -70.0%.

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