Position in VSTS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,037,168
+$13,810,863 QoQ
Shares Held
1,999,805
+3.2% QoQ
Ownership
1.51%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 278 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VSTS Over Time
Shares Held
Position Value (USD)
Derivatives in VSTS
reported options exposure · as of Sep 30, 2024CallValue
$32,815,760
CallShares
2,202,400
PutValue
$5,215,000
PutShares
350,000
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 Jun 30, 2026GOLDMAN SACHS GROUP INC holds $1,862,882,836 across 17 Rental & Leasing Services names. VSTS ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
903,404 | $1,023,457,355 | |
| 2 | R |
Ryder System Inc
|
865,547 | $228,305,330 | |
| 3 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
2,477,300 | $185,326,811 | |
| 4 | AER |
AerCap Holdings N.V.
|
839,254 | $122,346,447 | |
| 5 | HRI |
Herc Holdings Inc
|
426,994 | $61,205,319 | |
| 6 | CAR |
Avis Budget Group, Inc.
|
258,159 | $38,163,644 | |
| 7 | GATX |
Gatx Corp
|
206,562 | $36,600,720 | |
| 8 | WSC |
WillScot Holdings Corp
|
1,048,487 | $30,259,334 |
All Filings in VSTS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,037,168 | 1,999,805 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $15,226,305 | 1,937,189 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,722,517 | 1,757,499 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $4,097,900 | 904,614 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,016,541 | 351,927 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,769,948 | 481,813 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $13,025,795 | 854,711 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,281,872 | 220,260 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $32,815,760 | 2,202,400 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $5,215,000 | 350,000 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $2,628,227 | 214,900 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $31,199,106 | 2,551,031 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,112,562 | 265,312 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $729,330 | 34,500 | Put | Defined | 2024-05-14 | |
| 2023-12-31 | $39,417,644 | 1,864,600 | Call | Defined | 2024-05-14 | |
| 2023-12-31 | $15,488,601 | 732,668 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||