Position in AL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,466,530
+$1,621,405 QoQ
Shares Held
99,577
+32.0% QoQ
Ownership
49788.5%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#97
of 431 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.6316719724434358.ToString("F0")%
Shared 0.ToString("F0")%
None 99.36832802755656.ToString("F0")%
Common Shares in AL Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Mar 31, 2026Creative Planning holds $63,317,959 across 16 Rental & Leasing Services names. AL ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
19,704 | $14,355,546 | |
| 2 | R |
Ryder System Inc
|
35,529 | $7,273,140 | |
| 3 | AL |
SUMISHO AIR LEASE CORP
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|
99,577 | $6,466,530 | |
| 4 | AER |
AerCap Holdings N.V.
|
46,243 | $6,343,614 | |
| 5 | GATX |
Gatx Corp
|
33,447 | $5,710,740 | |
| 6 | HTZ |
Hertz Global Holdings, Inc
|
1,214,852 | $5,600,467 | |
| 7 | PRG |
PROG Holdings, Inc.
|
175,660 | $5,039,685 | |
| 8 | CAR |
Avis Budget Group, Inc.
|
28,755 | $4,193,916 |
All Filings in AL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,466,530 | 99,577 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,845,125 | 75,434 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,399,031 | 37,691 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $831,142 | 14,210 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $626,580 | 12,970 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $579,435 | 12,019 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $468,706 | 10,349 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $422,304 | 8,885 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $369,699 | 7,187 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||