Systematic Financial Management LP

SEC CIK: 0001085936
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

UHAL holding history

U-Haul Holding Co in every 13F filed by Systematic Financial Management LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UHAL overview All 13F holders of UHAL Full Q2 2026 holdings

Shares (Q2 2026): 15
Value: $982
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of UHAL by Systematic Financial Management LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15	$982	<0.1%	00.0%	Unchanged	Holders
Q1 2026	15	$717	<0.1%	00.0%	Unchanged	Holders
Q4 2025	15	$756	<0.1%	−1,127−98.7%	Reduced	Holders
Q3 2025	1,142	$65.2K	<0.1%	−500−30.5%	Reduced	Holders
Q2 2025	1,642	$99.4K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	1,642	$107.3K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	1,642	$113.4K	<0.1%	00.0%	Unchanged	Holders
Q3 2024	1,642	$127.2K	<0.1%	−237−12.6%	Reduced	Holders
Q2 2024	1,879	$116.0K	<0.1%	−40−2.1%	Reduced	Holders
Q1 2024	1,919	$129.6K	<0.1%	−50−2.5%	Reduced	Holders
Q4 2023	1,969	$141.4K	<0.1%	00.0%	Unchanged	Holders
Q3 2023	1,969	$107.4K	<0.1%	−575−22.6%	Reduced	Holders
Q2 2023	2,544	$140.7K	<0.1%	−22,063−89.7%	Reduced	Holders
Q1 2023	24,607	$1.47M	<0.1%	−1,460−5.6%	Reduced	Holders
Q4 2022	26,067	$1.57M	0.1%	−6,084−18.9%	Reduced	Holders
Q3 2022	32,151	$16.4M	0.6%	−8,700−21.3%	Reduced	Holders
Q2 2022	40,851	$19.5M	0.7%	−419−1.0%	Reduced	Holders
Q1 2022	41,270	$24.6M	0.8%	+801+2.0%	Added	Holders
Q4 2021	40,469	$29.4M	0.9%	−4,017−9.0%	Reduced	Holders
Q3 2021	44,486	$28.7M	0.9%	−504−1.1%	Reduced	Holders
Q2 2021	44,990	$26.5M	0.8%	+7,557+20.2%	Added	Holders
Q1 2021	37,433	$22.9M	0.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.