Position in URI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,069,340
+$1,622,107 QoQ
Shares Held
3,592
+6.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#512
of 1,581 holders
Holding Since
Jun 2024
9 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, 2026Mattson Financial Services, LLC holds $4,376,498 across 2 Rental & Leasing Services names. URI ranks #1 (93.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
3,592 | $4,069,340 | |
| 2 | AER |
AerCap Holdings N.V.
|
2,107 | $307,158 |
All Filings in URI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,069,340 | 3,592 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,447,233 | 3,359 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,957,255 | 3,654 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,864,463 | 4,048 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,095,720 | 4,109 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,604,563 | 4,156 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 | $2,127,406 | 3,020 | Shares | Sole | 2025-03-10 | |
| 2024-09-30 | $2,182,220 | 2,695 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,753,929 | 2,712 | Shares | Sole | 2024-09-30 | |
| No filing history on record for this holder in this stock. | ||||||