Bristlecone Value Partners, LLC UHAL/B U HAUL HOLDING COMPANY

Ownership history in Bristlecone Value Partners, LLC  ·  3 quarters on record

AI Ownership Summary

Bristlecone Value Partners, LLC reported U HAUL HOLDING COMPANY (UHAL/B) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.59% in 2025 Q4. The latest visible filing shows UHAL/B at 0.49% 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 Bristlecone Value Partners, 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 Q2

UHAL/B was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% 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 Q2

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 Bristlecone Value Partners, LLC held UHAL/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 10,561 0% 0.49% $609K 2026-08-14 $48.65
2026 Q1 REDUCED 10,561 -401 -3.7% 0.42% $472K 2026-05-08 $48.65
2025 Q4 INITIATED 10,962 0.59% $512K 2026-02-13 $46.02

FAQ About Bristlecone Value Partners, 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 Bristlecone Value Partners, LLC reported owning UHAL/B?

Bristlecone Value Partners, LLC reported UHAL/B across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported UHAL/B position in Bristlecone Value Partners, LLC's portfolio?

The largest reported portfolio weight for UHAL/B was 0.59% in 2025 Q4.

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

The most recent filing on this page is 2026 Q2, when Bristlecone Value Partners, LLC reported 10,561 shares, equal to 0.49% of portfolio, with an estimated market value of $609K.

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

The chart compares Bristlecone Value Partners, 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.

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