Manager × security

Tweedy, Browne Co LLC UHAL.B holdings history

U-HAUL HOLDING CO-NON VOTING · CUSIP 023586506 · CIK 732905

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Tweedy, Browne Co LLC reported 462.83K UHAL.B (shares), valued at $26.71M, or 2.02% of its reported non-derivative portfolio. Filed 2026-08-07.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
2.02%
Shares
462.83K
462,827
Reported value
$26.71M
USD

Shares decreased 0.11%; reported value increased 29.03%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20262.02%462,827SEC filing ↗Filed Aug 7, 2026
Q1 20261.64%463,332SEC filing ↗Filed May 6, 2026
Q4 20251.76%466,217SEC filing ↗Filed Feb 3, 2026
Q3 20252.05%464,565SEC filing ↗Filed Nov 20, 2025
Q2 20252.40%475,351SEC filing ↗Filed Jul 29, 2025
Q1 20252.52%480,424SEC filing ↗Filed May 15, 2025
Q4 20242.11%489,431SEC filing ↗Filed Feb 12, 2025
Q3 20242.05%598,368SEC filing ↗Filed Nov 13, 2024
Q2 20241.66%601,930SEC filing ↗Filed Aug 13, 2024
Q1 20241.90%607,080SEC filing ↗Filed May 6, 2024
Q4 20232.09%607,360SEC filing ↗Filed Feb 13, 2024

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20232.09%607,360$42.78MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Feb 13, 2024
Q1 20241.90%607,080$40.48MShares decreased 0.05%; reported value decreased 5.38%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 6, 2024
Q2 20241.66%601,930$36.13MShares decreased 0.85%; reported value decreased 10.75%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 13, 2024
Q3 20242.05%598,368$43.08MShares decreased 0.59%; reported value increased 19.25%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 13, 2024
Q4 20242.11%489,431$31.35MShares decreased 18.21%; reported value decreased 27.24%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 12, 2025
Q1 20252.52%480,424$28.43MShares decreased 1.84%; reported value decreased 9.30%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2025
Q2 20252.40%475,351$25.84MShares decreased 1.06%; reported value decreased 9.10%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 29, 2025
Q3 20252.05%464,565$23.65MShares decreased 2.27%; reported value decreased 8.51%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 20, 2025
Q4 20251.76%466,217$21.79MShares increased 0.36%; reported value decreased 7.85%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 3, 2026
Q1 20261.64%463,332$20.70MShares decreased 0.62%; reported value decreased 5.02%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 6, 2026
Q2 20262.02%462,827$26.71MShares decreased 0.11%; reported value increased 29.03%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 7, 2026
Tweedy, Browne Co LLC · U-HAUL HOLDING CO-NON VOTING

Take these holdings further.

This page includes 11 of 11 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"732905","quarter":"2026Q2","cusip":"023586506"}

get_institutional_manager_history
{"cik":"732905","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.