Position in PRG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,965,953
+$774,882 QoQ
Shares Held
68,524
+69.7% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PRG Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Mar 31, 2026Morningstar Investment Management LLC holds $3,864,302 across 2 Rental & Leasing Services names. PRG ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRG |
PROG Holdings, Inc.
This page
|
68,524 | $1,965,953 | |
| 2 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
29,165 | $1,898,349 |
All Filings in PRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,965,953 | 68,524 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,191,071 | 40,389 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,306,988 | 40,389 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||