Position in URI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,953,899
-$5,659,012 QoQ
Shares Held
15,035
-26.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 52%
Shared 9%
None 38%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Derivatives in URI
reported options exposure · as of Sep 30, 2024CallValue
$161,946
CallShares
200
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 Mar 31, 2026Corient Private Wealth LLC holds $24,497,846 across 13 Rental & Leasing Services names. URI ranks #1 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
15,035 | $10,953,899 | |
| 2 | AL |
SUMISHO AIR LEASE CORP
|
65,828 | $4,274,870 | |
| 3 | AER |
AerCap Holdings N.V.
|
14,020 | $1,923,263 | |
| 4 | R |
Ryder System Inc
|
7,735 | $1,583,431 | |
| 5 | GATX |
Gatx Corp
|
9,107 | $1,554,929 | |
| 6 | MGRC |
Mcgrath Rentcorp
|
11,407 | $1,257,963 | |
| 7 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
12,211 | $794,813 | |
| 8 | PRG |
PROG Holdings, Inc.
|
24,041 | $689,736 |
All Filings in URI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,953,899 | 15,035 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $16,612,911 | 20,527 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $18,579,590 | 19,462 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $12,859,783 | 17,069 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $10,541,093 | 16,820 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $10,599,003 | 15,046 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $13,365,402 | 16,506 | Shares | Other | 2024-11-12 | |
| 2024-09-30 | $161,946 | 200 | Call | Sole | 2024-11-12 | |
| 2024-06-30 | $8,254,861 | 12,764 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $9,254,725 | 12,834 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,225,091 | 12,600 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $6,086,162 | 13,690 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $5,823,656 | 13,076 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $6,549,827 | 16,550 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $5,283,673 | 14,866 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||