Position in AL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$81,030,313
+$64,673,502 QoQ
Shares Held
1,247,772
+390.0% QoQ
Ownership
623886.0%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#22
of 431 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AL Over Time
Shares Held
Position Value (USD)
Derivatives in AL
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$10,435,000
PutShares
250,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Rental & Leasing Services
Industrials · as of Mar 31, 2026MILLENNIUM MANAGEMENT LLC holds $252,862,516 across 17 Rental & Leasing Services names. AL ranks #1 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AL |
SUMISHO AIR LEASE CORP
This page
|
1,247,772 | $81,030,313 | |
| 2 | URI |
United Rentals, Inc.
|
61,819 | $45,038,850 | |
| 3 | AER |
AerCap Holdings N.V.
|
316,623 | $43,434,343 | |
| 4 | EQPT |
EquipmentShare.com Inc
|
1,029,641 | $20,973,787 | |
| 5 | UHAL |
U-Haul Holding Co /NV/
|
321,287 | $15,351,092 | |
| 6 | HRI |
Herc Holdings Inc
|
147,216 | $14,655,352 | |
| 7 | R |
Ryder System Inc
|
39,382 | $8,061,889 | |
| 8 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
98,322 | $6,399,778 |
All Filings in AL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,030,313 | 1,247,772 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,356,811 | 254,660 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,388,581 | 194,636 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,535,638 | 231,418 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,855,240 | 204,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $554,029 | 11,492 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,918,691 | 219,004 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $3,772,558 | 73,339 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $78,157,790 | 1,863,562 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $49,691,004 | 1,260,873 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $49,589,990 | 1,184,946 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $39,343,385 | 999,324 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,451,678 | 167,925 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,903,395 | 545,095 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,379,044 | 669,430 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $25,112,097 | 562,421 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,092,871 | 69,927 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,769,188 | 121,230 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,435,000 | 250,000 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $10,654,093 | 255,249 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,044,183 | 164,167 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,309,983 | 97,028 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $948,912 | 32,254 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,145,188 | 209,805 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $291,008 | 13,144 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||