Form 13-F position report

AMERCO COM SER N

Reported by RK Asset Management LLC

UHALB CUSIP 023586506 Manager CIK 0001595686

Reported 52,966 shares, down 2,759 (5.0%) from the prior quarter.

Reported value -12.9%; share count -5.0% vs. the prior quarter.

Reduced
% of reported 13F value 2.77% This manager · Q2 2025
Shares 52,966 Quarter-end amount reported
Reported value $2,874,000 Fair value at quarter end
Consecutive quarters held 11 Through Q2 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2022-12-31 5971000
2023-03-31 5585000
2023-06-30 5461000
2023-09-30 5646000
2023-12-31 7898000
2024-03-31 7397000
2024-06-30 6629000
2024-09-30 8014000
2024-12-31 6952000
2025-03-31 3298000
2025-06-30 2874000
2025-09-30 2696000
2025-12-31 2422000

Quarterly position history

How this manager's reported quarter-end position changed over time.

13 quarters
Quarterly reported position history for AMERCO COM SER N held by RK Asset Management LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q4 2025 Reduced 51,829 -1,077 (-2.0%) 2.28% $2,422,000 2026-01-05
Q3 2025 Reduced 52,906 -60 (-0.1%) 2.45% $2,696,000 2025-10-14
Q2 2025 Reduced 52,966 -2,759 (-5.0%) 2.77% $2,874,000 2025-07-18
Q1 2025 Reduced 55,725 -52,817 (-48.7%) 3.04% $3,298,000 2025-04-02
Q4 2024 Reduced 108,542 -2,760 (-2.5%) 5.68% $6,952,000 2025-01-03
Q3 2024 Added 111,302 +850 (0.8%) 6.16% $8,014,000 2024-10-07
Q2 2024 Reduced 110,452 -480 (-0.4%) 5.73% $6,629,000 2024-08-02
Q1 2024 Reduced 110,932 -1,194 (-1.1%) 6.02% $7,397,000 2024-04-03
Q4 2023 Added 112,126 +4,353 (4.0%) 6.55% $7,898,000 2024-01-09
Q3 2023 Unchanged 107,773 0 (0.0%) 5.28% $5,646,000 2023-10-10
Q2 2023 Added 107,773 +50 (0.0%) 5.05% $5,461,000 2023-07-06
Q1 2023 Reduced 107,723 -881 (-0.8%) 5.53% $5,585,000 2023-04-03
Q4 2022 New 108,604 +108,604 (0.0%) 5.73% $5,971,000 2023-01-03

Who else reported the position

355 managers reported AMERCO COM SER N for Q2 2025.

Managers reporting AMERCO COM SER N in Q2 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 9,077,996 -48,043 < 0.01% $493,570,644 11 qtrs
YACKTMAN ASSET MANAGEMENT LP Reduced 5,986,465 -8,335 4.37% $325,484,102 11 qtrs
BlackRock Inc Added 5,487,878 +32,851 < 0.01% $298,375,929 4 qtrs
FMR LLC Added 4,324,047 +207,913 0.01% $235,098,414 11 qtrs
DIMENSIONAL FUND ADVISORS LP Reduced 3,478,925 -36,071 0.04% $189,159,283 11 qtrs
ABRAMS CAPITAL MANAGEMENT L P Unchanged 3,251,469 0 2.89% $176,782,370 11 qtrs
Smead Capital Management Inc Added 2,842,383 +441,264 3.09% $154,540,376 11 qtrs
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Added 2,449,309 +172,213 0.43% $133,168,930 11 qtrs
STATE STREET CORPORATION Reduced 2,233,778 -75,094 < 0.01% $121,450,510 11 qtrs
Southpoint Capital Advisors LP Added 1,850,000 +50,000 2.53% $100,584,500 7 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
July 18, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
52,966
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.