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Scharf Investments, LLC: UHAL-B position timeline

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

Scharf Investments, LLC held 821,423 UHAL-B shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 821,423 shares
    Change vs previous 13F -67,518 shares

    1.57% of the 13F portfolio, value $47,396,107.

    13F-HR 0001463746-26-000003 filed by Scharf Investments, LLC
    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 888,941 shares
    Change vs previous 13F +66,978 shares

    1.22% of the 13F portfolio, value $39,708,994.

    13F-HR 0001463746-26-000002 filed by Scharf Investments, LLC
    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 821,963 shares
    Change vs previous 13F -80,271 shares

    1.03% of the 13F portfolio, value $38,418,551.

    13F-HR 0001463746-26-000001 filed by Scharf Investments, LLC
    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 902,234 shares
    Change vs previous 13F +753,977 shares

    1.15% of the 13F portfolio, value $45,923,711.

    13F-HR 0001463746-25-000002 filed by Scharf Investments, LLC
    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 148,257 shares
    Change vs previous 13F -837,792 shares

    0.26% of the 13F portfolio, value $8,978,444.

    13F-HR 0001085146-25-003788 filed by Scharf Investments, LLC
    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 986,049 shares
    Change vs previous 13F -10,754 shares

    1.76% of the 13F portfolio, value $58,354,380.

    13F-HR 0001085146-25-002253 filed by Scharf Investments, LLC
    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 996,803 shares
    Change vs previous 13F -36,648 shares

    1.89% of the 13F portfolio, value $63,845,232.

    13F-HR 0001085146-25-000462 filed by Scharf Investments, LLC
    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 1,033,451 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $74,408,472.

    13F-HR 0001085146-24-004931 filed by Scharf Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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