Position in R
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,854,878
+$2,691,854 QoQ
Shares Held
44,944
+0.4% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#87
of 579 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in R Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Edgestream Partners, L.P. holds $36,319,867 across 7 Rental & Leasing Services names. R ranks #1 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | R |
Ryder System Inc
This page
|
44,944 | $11,854,878 | |
| 2 | UHAL |
U-Haul Holding Co /NV/
|
174,884 | $10,090,806 | |
| 3 | WSC |
WillScot Holdings Corp
|
258,442 | $7,458,636 | |
| 4 | URI |
United Rentals, Inc.
|
2,117 | $2,398,328 | |
| 5 | CAR |
Avis Budget Group, Inc.
|
13,750 | $2,032,662 | |
| 6 | GATX |
Gatx Corp
|
9,235 | $1,636,349 | |
| 7 | PRG |
PROG Holdings, Inc.
|
18,198 | $848,208 |
All Filings in R
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,854,878 | 44,944 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,163,024 | 44,761 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $12,459,489 | 65,100 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,693,363 | 24,880 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,746,309 | 29,851 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $3,759,306 | 23,966 | Shares | Sole | 2025-02-07 | |
| 2023-06-30 | $1,975,267 | 23,296 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,084,021 | 23,353 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $552,314 | 6,609 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||