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Disclosery

Applied Finance Capital Management, LLC: URI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Applied Finance Capital Management, LLC on URI, newest first. How the timeline and the estimate are built.

Applied Finance Capital Management, LLC held 22,095 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,095 shares
    Change vs previous 13F +374 shares

    1.86% of the 13F portfolio, value $25,030,847.

    13F-HR 0001398344-26-012840 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,721 shares
    Change vs previous 13F +976 shares

    1.19% of the 13F portfolio, value $15,825,018.

    13F-HR 0001398344-26-008142 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,745 shares
    Change vs previous 13F -3,904 shares

    1.2% of the 13F portfolio, value $16,789,172.

    13F-HR 0001398344-26-002284 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,649 shares
    Change vs previous 13F -5,768 shares

    1.67% of the 13F portfolio, value $23,529,625.

    13F-HR 0001398344-25-020421 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,417 shares
    Change vs previous 13F +3,663 shares

    1.57% of the 13F portfolio, value $22,916,381.

    13F-HR 0001398344-25-013981 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,754 shares
    Change vs previous 13F -23,796 shares

    1.23% of the 13F portfolio, value $16,766,842.

    13F-HR 0001398344-25-008845 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,550 shares
    Change vs previous 13F -6,824 shares

    1.55% of the 13F portfolio, value $35,609,365.

    13F-HR 0001398344-25-002620 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 57,374 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $46,457,206.

    13F-HR/A 0001398344-24-020254 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).