UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in WLFC — Willis Lease Finance Corp
CIK 861177
NEW YORK, NY
Position in WLFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$757,557
+$180,716 QoQ
Shares Held
29,799
-2.3% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 175 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in WLFC Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $746,356,746 across 16 Rental & Leasing Services names. WLFC ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
539,121 | $610,764,785 | |
| 2 | R |
Ryder System Inc
|
124,638 | $32,875,760 | |
| 3 | GATX |
Gatx Corp
|
88,755 | $15,726,494 | |
| 4 | WSC |
WillScot Holdings Corp
|
543,100 | $15,673,863 | |
| 5 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
191,087 | $14,295,218 | |
| 6 | UHAL |
U-Haul Holding Co /NV/
|
220,515 | $12,824,609 | |
| 7 | HRI |
Herc Holdings Inc
|
81,083 | $11,622,433 | |
| 8 | MGRC |
Mcgrath Rentcorp
|
67,515 | $8,171,335 |
All Filings in WLFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,557 | 3,311 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $576,841 | 3,388 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $531,031 | 3,915 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $536,707 | 3,915 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,133,673 | 7,940 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $859,199 | 5,439 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $896,824 | 4,321 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||