Position in URI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$26,396,336
+$12,040,790 QoQ
Shares Held
23,300
+18.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#209
of 1,588 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Derivatives in URI
reported options exposure · as of Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$115,955
PutShares
500
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 Jun 30, 2026Creative Planning holds $81,130,645 across 15 Rental & Leasing Services names. URI ranks #1 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
23,300 | $26,396,336 | |
| 2 | PRG |
PROG Holdings, Inc.
|
316,224 | $14,739,200 | |
| 3 | R |
Ryder System Inc
|
37,650 | $9,930,940 | |
| 4 | AER |
AerCap Holdings N.V.
|
47,894 | $6,981,986 | |
| 5 | GATX |
Gatx Corp
|
28,405 | $5,033,081 | |
| 6 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
55,010 | $4,115,297 | |
| 7 | HTZ |
Hertz Global Holdings, Inc
|
1,038,333 | $2,351,823 | |
| 8 | MGRC |
Mcgrath Rentcorp
|
19,146 | $2,317,239 |
All Filings in URI
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,396,336 | 23,300 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $14,355,546 | 19,704 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,499,777 | 17,916 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,169,076 | 16,937 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,533,800 | 15,309 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,909,167 | 14,216 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,659,985 | 13,713 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,563,737 | 13,046 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $7,817,019 | 12,087 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $8,648,271 | 11,993 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,223,326 | 10,853 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,719,998 | 10,617 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $4,704,887 | 10,564 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $5,973,205 | 15,093 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,364,557 | 12,280 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,085,310 | 11,422 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,754,842 | 11,341 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,421,027 | 9,631 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,940,434 | 8,849 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,093,447 | 8,815 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,134,910 | 9,827 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,516,257 | 7,641 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,372,903 | 10,232 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $115,955 | 500 | Put | Sole | 2021-01-29 | |
| 2020-09-30 | $1,909,902 | 10,945 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,487,866 | 9,983 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $831,226 | 8,078 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||