Position in HTZ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,600,467
+$2,646,283 QoQ
Shares Held
1,214,852
+111.4% QoQ
Ownership
0.385%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HTZ Over Time
Shares Held
Position Value (USD)
Derivatives in HTZ
reported options exposure · as of Jun 30, 2024CallValue
$10,590
CallShares
3,000
PutValue
$0
PutShares
0
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, 2026Creative Planning holds $63,317,959 across 16 Rental & Leasing Services names. HTZ ranks #6 (8.8% 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
|
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
This page
|
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 HTZ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,600,467 | 1,214,852 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,954,184 | 574,744 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,380,778 | 791,291 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,759,968 | 404,095 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,251,174 | 317,557 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $435,360 | 118,951 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $223,072 | 67,598 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $10,590 | 3,000 | Call | Sole | 2024-08-15 | |
| 2024-06-30 | $224,847 | 63,697 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $270,040 | 34,488 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $283,958 | 27,330 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||