Position in URI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,198,597
+$515,209 QoQ
Shares Held
1,058
+12.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#772
of 1,581 holders
Holding Since
Mar 2024
10 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, 2026Compound Planning, Inc. holds $1,631,706 across 2 Rental & Leasing Services names. URI ranks #1 (73.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
1,058 | $1,198,597 | |
| 2 | R |
Ryder System Inc
|
1,642 | $433,109 |
All Filings in URI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,198,597 | 1,058 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $683,388 | 938 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $807,701 | 998 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $995,710 | 1,043 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $642,650 | 853 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $410,488 | 655 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $431,821 | 613 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $455,068 | 562 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $283,914 | 439 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $250,946 | 348 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||