Oppenheimer & Close, LLC UHAL/B — U HAUL HOLDING COMPANY

Ownership history in Oppenheimer & Close, LLC  ·  14 quarters on record

AI Ownership Summary

Oppenheimer & Close, LLC reported U HAUL HOLDING COMPANY (UHAL/B) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.79% in 2026 Q1. The latest visible filing shows UHAL/B at 3.79% 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 Oppenheimer & Close, 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
2026 Q1

UHAL/B was reported at 3.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.79% in 2026 Q1

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.

UHAL/B stock page Oppenheimer & Close, LLC fund profile Oppenheimer & Close, LLC full holdings
How Oppenheimer & Close, LLC 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 — — — 134,687 +17,919 +15.3% 3.79% $6.0M 2026-05-12 $48.65
2025 Q4 ADDED — — — 116,768 +67,605 +137.5% 3.72% $5.5M 2026-02-10 $46.41
2025 Q3 ADDED — — — 49,163 +3,584 +7.9% 1.69% $2.5M 2025-11-10 $47.77
2025 Q2 REDUCED — — — 45,579 -595 -1.3% 1.90% $2.5M 2025-08-12 $53.19
2025 Q1 REDUCED — — — 46,174 -1,975 -4.1% 2.25% $2.7M 2025-04-29 $54.00
2024 Q4 REDUCED — — — 48,149 -950 -1.9% 2.54% $3.1M 2025-02-11 $64.08
2024 Q3 REDUCED — — — 49,099 -254 -0.5% 2.83% $3.5M 2024-10-17 $67.13
2024 Q2 UNCHANGED — — — 49,353 — 0% 2.60% $3.0M 2024-07-25 $60.86
2024 Q1 REDUCED — — — 49,353 -200 -0.4% 2.85% $3.3M 2024-05-07 $64.81
2023 Q4 ADDED — — — 49,553 +1,110 +2.3% 3.18% $3.5M 2024-02-08 $60.12
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% 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% REINHART PARTNERS, LLC. 3Y 7Y 2.35%

FAQ About Oppenheimer & Close, 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 Oppenheimer & Close, LLC reported owning UHAL/B?

Oppenheimer & Close, LLC reported UHAL/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UHAL/B position in Oppenheimer & Close, LLC's portfolio?

The largest reported portfolio weight for UHAL/B was 3.79% in 2026 Q1.

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

The most recent filing on this page is 2026 Q1, when Oppenheimer & Close, LLC reported 134,687 shares, equal to 3.79% of portfolio, with an estimated market value of $6.0M.

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

The chart compares Oppenheimer & Close, 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 Oppenheimer & Close, LLC time their UHAL/B position?

Based on 13F filing dates vs. subsequent UHAL/B price moves, Oppenheimer & Close, LLC correctly timed 9 out of 12 reported position changes (75%). The annualised alpha on UHAL/B relative to SPY over the holding period was -21.6%.

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