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Disclosery

Bruce & Co., Inc.: UHAL-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bruce & Co., Inc. on UHAL-B, newest first. How the timeline and the estimate are built.

Bruce & Co., Inc. held 417,000 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 417,000 shares
    Change vs previous 13F -35,000 shares

    6.51% of the 13F portfolio, value $24,060,900.

    13F-HR 0001104659-26-096709 filed by Bruce & Co., Inc.
    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 452,000 shares
    Change vs previous 13F 0 shares

    5.77% of the 13F portfolio, value $20,190,840.

    13F-HR 0001104659-26-061024 filed by Bruce & Co., Inc.
    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 452,000 shares
    Change vs previous 13F 0 shares

    6.55% of the 13F portfolio, value $21,126,480.

    13F-HR 0001104659-26-015254 filed by Bruce & Co., Inc.
    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 452,000 shares
    Change vs previous 13F 0 shares

    7.12% of the 13F portfolio, value $23,006,800.

    13F-HR 0001104659-25-111225 filed by Bruce & Co., Inc.
    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 452,000 shares
    Change vs previous 13F 0 shares

    7.97% of the 13F portfolio, value $24,575,240.

    13F-HR 0001104659-25-078312 filed by Bruce & Co., Inc.
    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 452,000 shares
    Change vs previous 13F -15,000 shares

    8.58% of the 13F portfolio, value $26,749,360.

    13F-HR 0001104659-25-048350 filed by Bruce & Co., Inc.
    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 467,000 shares
    Change vs previous 13F -40,550 shares

    9.6% of the 13F portfolio, value $29,911,350.

    13F-HR 0001104659-25-011296 filed by Bruce & Co., Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 507,550 shares
    Change vs previous 13F not available

    10.64% of the 13F portfolio, value $36,543,600.

    13F-HR 0001104659-24-118711 filed by Bruce & Co., Inc.
    Filed (acceptance time not in the bulk data set), ingested

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