Position in URI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$587,496,210
+$18,536,970 QoQ
Shares Held
806,380
+14.7% QoQ
Ownership
1.29%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 28.44378580817977.ToString("F0")%
Shared 0.ToString("F0")%
None 71.55621419182023.ToString("F0")%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Derivatives in URI
reported options exposure · as of Sep 30, 2025CallValue
$12,887,910
CallShares
13,500
PutValue
$20,047,860
PutShares
21,000
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, 2026BANK OF AMERICA CORP /DE/ holds $1,593,077,157 across 18 Rental & Leasing Services names. URI ranks #1 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
806,380 | $587,496,210 | |
| 2 | AER |
AerCap Holdings N.V.
|
1,544,531 | $211,878,758 | |
| 3 | CAR |
Avis Budget Group, Inc.
|
1,444,235 | $210,641,672 | |
| 4 | GATX |
Gatx Corp
|
1,005,419 | $171,665,238 | |
| 5 | R |
Ryder System Inc
|
783,508 | $160,391,920 | |
| 6 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
1,792,401 | $116,667,378 | |
| 7 | AL |
SUMISHO AIR LEASE CORP
|
461,118 | $29,945,002 | |
| 8 | WSC |
WillScot Holdings Corp
|
1,370,062 | $23,784,274 |
All Filings in URI
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $587,496,210 | 806,380 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $568,959,240 | 703,009 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $749,511,200 | 785,108 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $20,047,860 | 21,000 | Put | Defined | 2026-02-03 | |
| 2025-09-30 | $12,887,910 | 13,500 | Call | Defined | 2026-02-03 | |
| 2025-06-30 | $567,716,280 | 753,539 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $11,979,060 | 15,900 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $19,362,380 | 25,700 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $13,912,740 | 22,200 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $1,055,206,121 | 1,683,750 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $9,525,840 | 15,200 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $1,408,880 | 2,000 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $1,157,706,983 | 1,643,443 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,915,028 | 3,600 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $1,449,010,213 | 1,789,498 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,293,460 | 2,000 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $1,099,046,492 | 1,699,390 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,350,416,925 | 1,872,692 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $9,518,652 | 13,200 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $9,013,875 | 12,500 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $21,675,276 | 37,800 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $7,167,750 | 12,500 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $1,104,988,363 | 1,927,014 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,135,631 | 18,300 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $5,557,125 | 12,500 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $721,622,018 | 1,623,191 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,146,106 | 13,800 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $369,502,999 | 829,654 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $5,567,125 | 12,500 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $13,218,384 | 33,400 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $4,947,000 | 12,500 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $365,805,712 | 924,312 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,215,026 | 20,300 | Put | Defined | 2023-02-10 | |
| 2022-12-31 | $323,823,158 | 911,100 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $12,236,436 | 45,300 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $247,515,003 | 916,315 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $233,220,073 | 960,109 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $12,752,775 | 52,500 | Put | Defined | 2022-08-12 | |
| 2022-03-31 | $295,224,618 | 831,127 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,196,244 | 3,600 | Call | Defined | 2022-02-08 | |
| 2021-12-31 | $16,913,561 | 50,900 | Put | Defined | 2022-02-08 | |
| 2021-12-31 | $265,644,252 | 799,435 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $1,263,348 | 3,600 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $7,229,158 | 20,600 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $316,755,731 | 902,618 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $259,110,766 | 812,234 | Shares | Defined | 2021-09-13 | |
| 2021-06-30 | $6,571,606 | 20,600 | Put | Defined | 2021-09-13 | |
| 2021-06-30 | $1,244,139 | 3,900 | Call | Defined | 2021-09-13 | |
| 2021-03-31 | $268,705,101 | 815,964 | Shares | Defined | 2021-05-14 | |
| 2021-03-31 | $4,379,823 | 13,300 | Put | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||