BANK OF MONTREAL /CAN/

Bank

Position in URI — United Rentals, Inc.

CIK 927971 TORONTO, A6

Back to URI Full portfolio

Position in URI

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$93,216,333

-$15,066,632 QoQ

Shares Held

127,946

-4.4% QoQ

Ownership

0.204%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95.24486892907944.ToString("F0")% Shared 0.ToString("F0")% None 4.7551310709205445.ToString("F0")%

Common Shares in URI Over Time

Shares Held

Position Value (USD)

Derivatives in URI

reported options exposure · as of Mar 31, 2026

CallValue

$1,457,120

CallShares

2,000

PutValue

$1,457,120

PutShares

2,000

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, 2026

BANK OF MONTREAL /CAN/ holds $149,877,821 across 12 Rental & Leasing Services names. URI ranks #1 (62.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc. This page	127,946	$93,216,333
2	SUNB	Sunbelt Rentals Holdings, Inc.	393,491	$25,612,327
3	AER	AerCap Holdings N.V.	148,513	$20,373,012
4	HTZ	Hertz Global Holdings, Inc	788,286	$3,633,998
5	GATX	Gatx Corp	16,719	$2,854,600
6	R	Ryder System Inc	5,764	$1,179,946
7	AL	SUMISHO AIR LEASE CORP	17,461	$1,133,915
8	WLFC	Willis Lease Finance Corp	4,357	$741,822

All Filings in URI

Export CSV

37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,457,120	2,000	0.0%	Put	Defined	2026-05-13
2026-03-31	$1,457,120	2,000	-98.4%	Call	Defined	2026-05-13
2026-03-31	$93,216,333	127,946	-4.4%	Shares	Defined	2026-05-13
2025-12-31	$108,282,965	133,795	+829.1%	Shares	Defined	2026-02-12
2025-12-31	$11,654,208	14,400	-87.4%	Call	Defined	2026-02-12
2025-09-30	$109,315,248	114,507	+6.8%	Shares	Defined	2025-11-13
2025-06-30	$80,786,326	107,229	-10.5%	Shares	Defined	2025-08-05
2025-03-31	$75,080,536	119,803	+0.7%	Shares	Defined	2025-05-13
2024-12-31	$83,766,366	118,912	-7.2%	Shares	Defined	2025-02-13
2024-09-30	$103,787,948	128,176	+1.6%	Shares	Defined	2024-11-13
2024-06-30	$81,586,281	126,152	+2.4%	Shares	Defined	2024-08-14
2024-03-31	$88,856,613	123,222	-16.7%	Shares	Defined	2024-05-13
2023-12-31	$84,837,485	147,950	+20.4%	Shares	Defined	2024-02-08
2023-09-30	$54,643,429	122,913	+2.8%	Shares	Defined	2023-11-01
2023-06-30	$53,231,956	119,523	+6.2%	Shares	Defined	2023-08-02
2023-03-31	$44,535,661	112,532	+126.5%	Shares	Defined	2024-06-13
2022-12-31	$17,656,196	49,677	+41.6%	Shares	Defined	2023-02-01
2022-09-30	$9,477,427	35,086	+180.7%	Shares	Defined	2022-11-10
2022-06-30	$3,036,375	12,500	-86.1%	Call	Defined	2022-08-11
2022-06-30	$21,843,192	89,923	+619.4%	Shares	Defined	2022-08-11
2022-06-30	$3,036,375	12,500	0.0%	Put	Defined	2022-08-11
2022-03-31	$4,440,125	12,500	-74.4%	Call	Defined	2022-05-12
2022-03-31	$17,315,773	48,748	+290.0%	Shares	Defined	2022-05-12
2022-03-31	$4,440,125	12,500	-81.3%	Put	Defined	2022-05-12
2021-12-31	$22,224,216	66,882	-68.9%	Shares	Defined	2022-02-11
2021-09-30	$75,433,804	214,954	+1.6%	Shares	Defined	2021-11-12
2021-06-30	$67,476,993	211,520	-16.6%	Shares	Defined	2021-08-12
2021-03-31	$83,507,415	253,583	+2717.6%	Shares	Defined	2021-05-13
2021-03-31	$2,963,790	9,000	-96.7%	Call	Defined	2021-05-13
2020-12-31	$63,455,673	273,622	+3320.3%	Shares	Defined	2021-02-12
2020-12-31	$1,855,280	8,000	-97.1%	Put	Defined	2021-02-12
2020-09-30	$48,212,778	276,291	+3353.6%	Shares	Defined	2020-11-12
2020-09-30	$1,396,000	8,000	-97.0%	Put	Defined	2020-11-12
2020-06-30	$40,285,508	270,300	+111.2%	Shares	Defined	2020-08-12
2020-06-30	$19,077,120	128,000	+1500.0%	Put	Defined	2020-08-12
2020-03-31	$823,200	8,000	-97.7%	Put	Defined	2020-05-13
2020-03-31	$35,833,788	348,239	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.