Position in AL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,723,464
-$133,611 QoQ
Shares Held
57,337
-4.5% QoQ
Ownership
28668.5%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AL Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Mar 31, 2026CWM, LLC holds $10,102,912 across 18 Rental & Leasing Services names. AL ranks #1 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AL |
SUMISHO AIR LEASE CORP
This page
|
57,337 | $3,723,464 | |
| 2 | URI |
United Rentals, Inc.
|
4,894 | $3,565,572 | |
| 3 | MGRC |
Mcgrath Rentcorp
|
6,029 | $664,878 | |
| 4 | PRG |
PROG Holdings, Inc.
|
18,521 | $531,367 | |
| 5 | R |
Ryder System Inc
|
2,293 | $469,400 | |
| 6 | AER |
AerCap Holdings N.V.
|
2,681 | $367,779 | |
| 7 | VSTS |
Vestis Corp
|
28,220 | $221,809 | |
| 8 | CTOS |
Custom Truck One Source, Inc.
|
25,273 | $166,043 |
All Filings in AL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,723,464 | 57,337 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,857,075 | 60,051 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,110,580 | 64,581 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $211,499 | 3,616 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $95,363 | 1,974 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $106,977 | 2,219 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $112,636 | 2,487 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $147,865 | 3,111 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $137,396 | 2,671 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $27,764 | 662 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $35,902 | 911 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $9,625 | 230 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,874 | 200 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $5,494 | 143 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,124 | 133 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $10,898 | 326 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $10,671 | 239 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,546 | 148 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $5,342 | 128 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $6,272 | 128 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $5,685 | 128 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $3,765 | 128 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $3,749 | 128 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $2,833 | 128 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||