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Bayberry Capital Partners LP: UHAL-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bayberry Capital Partners LP on UHAL-B, newest first. How the timeline and the estimate are built.

Bayberry Capital Partners LP held 185,000 UHAL-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 185,000 shares
    Change vs previous 13F -105,000 shares

    3.68% of the 13F portfolio, value $10,674,500.

    13F-HR 0001892688-26-000120 filed by Bayberry Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 290,000 shares
    Change vs previous 13F -124,154 shares

    4.28% of the 13F portfolio, value $12,954,300.

    13F-HR 0001892688-26-000080 filed by Bayberry Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 414,154 shares
    Change vs previous 13F -43,000 shares

    6.23% of the 13F portfolio, value $19,357,558.

    13F-HR 0001892688-26-000038 filed by Bayberry Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 457,154 shares
    Change vs previous 13F +32,013 shares

    6.7% of the 13F portfolio, value $23,269,139.

    13F-HR 0001892688-25-000194 filed by Bayberry Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 425,141 shares
    Change vs previous 13F -7,859 shares

    7.64% of the 13F portfolio, value $23,114,916.

    13F-HR 0001892688-25-000150 filed by Bayberry Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 433,000 shares
    Change vs previous 13F -14,553 shares

    8.55% of the 13F portfolio, value $25,624,940.

    13F-HR 0001892688-25-000117 filed by Bayberry Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 447,553 shares
    Change vs previous 13F not available

    10.92% of the 13F portfolio, value $28,665,770.

    13F-HR 0001892688-25-000087 filed by Bayberry Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).