Position in URI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$16,427,570
-$7,208,618 QoQ
Shares Held
22,548
-22.8% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 68%
Shared 25%
None 7%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
All Filings in URI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,427,570 | 22,548 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $23,636,188 | 29,205 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $38,068,976 | 39,877 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $74,259,623 | 98,566 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $65,612,982 | 104,696 | Shares | Other | 2025-05-14 | |
| 2023-09-30 | $33,820,662 | 76,075 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $91,998,744 | 206,567 | Shares | Other | 2023-07-25 | |
| 2023-03-31 | $37,429,002 | 94,575 | Shares | Other | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||