THOMPSON SIEGEL & WALMSLEY LLC UHAL/B — U-HAUL HOLDING CO-NON VOTING

Ownership history in THOMPSON SIEGEL & WALMSLEY LLC  ·  5 quarters on record

AI Ownership Summary

THOMPSON SIEGEL & WALMSLEY LLC reported U-HAUL HOLDING CO-NON VOTING (UHAL/B) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.1% in 2026 Q1. The latest visible filing shows UHAL/B at 1.10% 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 THOMPSON SIEGEL & WALMSLEY LLC's position in U-HAUL HOLDING CO-NON VOTING, 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 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% 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
2025 Q1 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 THOMPSON SIEGEL & WALMSLEY LLC fund profile THOMPSON SIEGEL & WALMSLEY LLC full holdings
How THOMPSON SIEGEL & WALMSLEY 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)
2026 Q1 ADDED — — — 1,408,247 +435,459 +44.8% 1.10% $63K 2026-05-11 $48.65
2025 Q4 ADDED — — — 972,788 +170,495 +21.3% 0.76% $45.5M 2026-02-10 $46.41
2025 Q3 ADDED — — — 802,293 +244,827 +43.9% 0.66% $40.8M 2025-11-12 $48.11
2025 Q2 ADDED — — — 557,466 +120,306 +27.5% 0.50% $30.3M 2025-08-06 $51.41
2025 Q1 INITIATED — — — 437,160 — — 0.43% $25.9M 2025-05-09 $56.82

🏢 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 THOMPSON SIEGEL & WALMSLEY 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 THOMPSON SIEGEL & WALMSLEY LLC reported owning UHAL/B?

THOMPSON SIEGEL & WALMSLEY LLC reported UHAL/B across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported UHAL/B position in THOMPSON SIEGEL & WALMSLEY LLC's portfolio?

The largest reported portfolio weight for UHAL/B was 1.10% 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 THOMPSON SIEGEL & WALMSLEY LLC reported 1,408,247 shares, equal to 1.10% of portfolio, with an estimated market value of $63K.

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

The chart compares THOMPSON SIEGEL & WALMSLEY 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 THOMPSON SIEGEL & WALMSLEY LLC time their UHAL/B position?

Based on 13F filing dates vs. subsequent UHAL/B price moves, THOMPSON SIEGEL & WALMSLEY LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on UHAL/B relative to SPY over the holding period was -35.1%.

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