Position in HRI
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$4,015,150
+$3,087,775 QoQ
Shares Held
40,333
+545.3% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HRI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Mar 31, 2026Blue Zone Wealth Advisors, LLC holds $4,015,150 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
|
40,333 | $4,015,150 |
All Filings in HRI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||