Position in URI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,309,513
+$1,445,544 QoQ
Shares Held
3,804
-3.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#499
of 1,581 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Summit Trail Advisors, LLC holds $10,180,810 across 7 Rental & Leasing Services names. URI ranks #1 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
3,804 | $4,309,513 | |
| 2 | UHAL |
U-Haul Holding Co /NV/
|
33,310 | $2,112,963 | |
| 3 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
17,409 | $1,302,367 | |
| 4 | WSC |
WillScot Holdings Corp
|
42,322 | $1,221,412 | |
| 5 | CAR |
Avis Budget Group, Inc.
|
3,496 | $516,813 | |
| 6 | R |
Ryder System Inc
|
1,608 | $424,142 | |
| 7 | AER |
AerCap Holdings N.V.
|
2,014 | $293,600 |
All Filings in URI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,309,513 | 3,804 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,863,969 | 3,931 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,357,549 | 2,913 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,774,241 | 2,906 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,842,816 | 2,446 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $651,022 | 804 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $483,107 | 747 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $482,422 | 669 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $344,052 | 600 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $265,408 | 597 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $251,634 | 565 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||