Position in HRI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,961,510
+$1,946,360 QoQ
Shares Held
41,590
+3.1% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#83
of 333 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Blue Zone Wealth Advisors, LLC holds $5,961,510 across 1 Rental & Leasing Services name. HRI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRI |
Herc Holdings Inc
This page
|
41,590 | $5,961,510 |
All Filings in HRI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,961,510 | 41,590 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,015,150 | 40,333 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $927,375 | 6,250 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $736,707 | 6,315 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $836,363 | 6,351 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||