Position in URI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,220,122
+$369,893 QoQ
Shares Held
1,077
-7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#766
of 1,581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Optas, LLC holds $1,463,689 across 2 Rental & Leasing Services names. URI ranks #1 (83.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
1,077 | $1,220,122 | |
| 2 | UHAL |
U-Haul Holding Co /NV/
|
3,722 | $243,567 |
All Filings in URI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,220,122 | 1,077 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $850,229 | 1,167 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $1,066,681 | 1,318 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,120,769 | 1,174 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $876,956 | 1,164 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $741,385 | 1,183 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $779,813 | 1,107 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $889,082 | 1,098 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $709,461 | 1,097 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $767,259 | 1,064 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $607,823 | 1,060 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $593,054 | 1,334 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $619,508 | 1,391 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $552,480 | 1,396 | Shares | Other | 2023-04-18 | |
| 2022-12-31 | $366,436 | 1,031 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $275,521 | 1,020 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $246,310 | 1,014 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $706,511 | 1,989 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $658,930 | 1,983 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $842,933 | 2,402 | Shares | Other | 2021-10-14 | |
| 2021-06-30 | $930,232 | 2,916 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $1,132,166 | 3,438 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $890,996 | 3,842 | Shares | Other | 2021-01-27 | |
| 2020-09-30 | $1,490,403 | 8,541 | Shares | Other | 2020-10-23 | |
| 2020-06-30 | $637,294 | 4,276 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $501,225 | 4,871 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||