Number of Shares
385,200.00
Current Holdings Value*
$22.80 Mil
% of Portfolio
3.56%
Total Estimate Gain
$-3.21 Mil
% of Total Estimate Gain
-9.87%

Hotchkis and Wiley Value Opportunities Fund's U-Haul Holding Co Holding Summary

As of 2025-03-31, Hotchkis and Wiley Value Opportunities Fund held 385,200.00 shares of U-Haul Holding Co(UHAL.B), totaling $22.80 Mil. This investment constitutes 3.56% of their stock portfolio, and Hotchkis and Wiley Value Opportunities Fund now holds 0.2% of the outstanding U-Haul Holding Co(UHAL.B) stock.

The initial trade took place in 2022Q4. And since then Hotchkis and Wiley Value Opportunities Fund has made 7 purchases of UHAL.B, at an average price of $60.25, for a total of 539,900.00 shares. In addition, there have been 1 sales at an average price of $54.41 for 154,700.00 shares. Based on historical transaction data and UHAL.B's current price of $54.26, Hotchkis and Wiley Value Opportunities Fund's estimated gain on his UHAL.B holdings is $-3.21 Mil, reflecting a -9.87% gain to date.

Hotchkis and Wiley Value Opportunities Fund UHAL.B ($54.26) Holding Chart

Hotchkis and Wiley Value Opportunities Fund UHAL.B ($54.26) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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