HOLDERNESS INVESTMENTS CO

Position in IRM — Iron Mountain Inc

CIK 1184820 GREENSBORO, NC

Position in IRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,130,838

+$1,010,613 QoQ

Shares Held

40,621

+0.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#276

of 1,152 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

HOLDERNESS INVESTMENTS CO holds $6,085,553 across 3 REIT - Specialty names. IRM ranks #1 (84.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc This page	40,621	$5,130,838
2	DLR	Digital Realty Trust, Inc.	3,575	$641,998
3	EQIX	Equinix Inc	300	$312,717

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,130,838	40,621	+0.7%	Shares	Sole	2026-08-12
2026-03-31	$4,120,225	40,339	-0.9%	Shares	Sole	2026-05-12
2025-12-31	$3,378,055	40,724	-1.7%	Shares	Sole	2026-02-10
2025-09-30	$4,221,947	41,416	-1.0%	Shares	Sole	2025-11-12
2025-06-30	$4,290,297	41,828	-0.5%	Shares	Sole	2025-08-12
2025-03-31	$3,618,240	42,053	-0.1%	Shares	Sole	2025-05-13
2024-12-31	$4,424,815	42,097	-2.1%	Shares	Sole	2025-02-11
2024-09-30	$5,110,640	43,008	-0.2%	Shares	Sole	2024-11-12
2024-06-30	$3,862,801	43,102	-1.6%	Shares	Sole	2024-08-13
2024-03-31	$3,513,198	43,800	-0.0%	Shares	Sole	2024-05-13
2023-12-31	$3,065,193	43,801	+33.1%	Shares	Sole	2024-02-13
2023-09-30	$1,956,558	32,911	-0.0%	Shares	Sole	2023-11-15
2023-06-30	$1,870,855	32,926	+0.3%	Shares	Sole	2023-08-15
2023-03-31	$1,737,723	32,843	-0.1%	Shares	Sole	2023-05-12
2022-12-31	$1,638,469	32,868	-0.8%	Shares	Sole	2023-02-13
2022-09-30	$1,456,286	33,120	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$1,616,313	33,196	-4.3%	Shares	Sole	2022-08-15
2022-03-31	$1,922,782	34,701	+3.7%	Shares	Sole	2022-05-12
2021-12-31	$1,751,537	33,471	+0.6%	Shares	Sole	2022-02-09
2021-09-30	$1,445,624	33,271	-0.9%	Shares	Sole	2021-11-12
2021-06-30	$1,420,936	33,576	+3.8%	Shares	Sole	2021-08-09
2021-03-31	$1,197,458	32,355	+18.9%	Shares	Sole	2021-05-11
2020-12-31	$802,475	27,221	+2.3%	Shares	Sole	2021-02-05
2020-09-30	$713,203	26,622	0.0%	Shares	Sole	2020-11-09
2020-06-30	$694,834	26,622	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.