Position in URI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,132
+$323 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,573
of 1,588 holders
Holding Since
Mar 2023
13 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, 2026Cape Investment Advisory, Inc. holds $11,165 across 2 Rental & Leasing Services names. URI ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRI |
Herc Holdings Inc
|
70 | $10,033 | |
| 2 | URI |
United Rentals, Inc.
This page
|
1 | $1,132 |
All Filings in URI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,132 | 1 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $809 | 1 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $954 | 1 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $5,273 | 7 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $4,386 | 7 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,226 | 6 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,048 | 5 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,233 | 5 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,605 | 5 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $2,867 | 5 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,222 | 5 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $2,226 | 5 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $1,978 | 5 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||