Position in URI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,558,065
+$937,019 QoQ
Shares Held
2,258
+1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#608
of 1,581 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Derivatives in URI
reported options exposure · as of Jun 30, 2026CallValue
$339,867
CallShares
300
PutValue
$0
PutShares
0
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, 2026HUB Investment Partners, LLC holds $2,805,624 across 2 Rental & Leasing Services names. URI ranks #1 (91.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
2,258 | $2,558,065 | |
| 2 | UHAL |
U-Haul Holding Co /NV/
|
3,783 | $247,559 |
All Filings in URI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,867 | 300 | Call | Sole | 2026-07-31 | |
| 2026-06-30 | $2,558,065 | 2,258 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,621,046 | 2,225 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $218,568 | 300 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $2,108,278 | 2,605 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,423,881 | 2,539 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,661,247 | 2,205 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,242,119 | 1,982 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $948,176 | 1,346 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $901,229 | 1,113 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||