Position in URI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$54,378
+$19,408 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,417
of 1,581 holders
Holding Since
Mar 2020
12 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, 2026Davis Capital Management holds $106,392 across 7 Rental & Leasing Services names. URI ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
48 | $54,378 | |
| 2 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
681 | $50,945 | |
| 3 | AER |
AerCap Holdings N.V.
|
4 | $583 | |
| 4 | WSC |
WillScot Holdings Corp
|
10 | $288 | |
| 5 | PRG |
PROG Holdings, Inc.
|
2 | $93 | |
| 6 | VSTS |
Vestis Corp
|
6 | $87 | |
| 7 | HTZ |
Hertz Global Holdings, Inc
|
8 | $18 |
All Filings in URI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,378 | 48 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $34,970 | 48 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $38,847 | 48 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $46,778 | 49 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $30,081 | 48 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $33,813 | 48 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $38,867 | 48 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $31,043 | 48 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $34,613 | 48 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $27,524 | 48 | Shares | Sole | 2024-02-14 | |
| 2020-06-30 | $7,153 | 48 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $4,939 | 48 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||