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Disclosery

Waterloo Capital, L.P.: URI position timeline

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

Waterloo Capital, L.P. held 990 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 990 shares
    Change vs previous 13F -118 shares

    0.06% of the 13F portfolio, value $1,121,594.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 1,108 shares
    Change vs previous 13F -3,683 shares

    0.06% of the 13F portfolio, value $807,524.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 4,791 shares
    Change vs previous 13F -43 shares

    0.28% of the 13F portfolio, value $3,877,605.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 4,834 shares
    Change vs previous 13F +35 shares

    0.34% of the 13F portfolio, value $4,615,023.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 4,799 shares
    Change vs previous 13F +142 shares

    0.29% of the 13F portfolio, value $3,615,934.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 4,657 shares
    Change vs previous 13F +218 shares

    0.27% of the 13F portfolio, value $2,918,813.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 4,439 shares
    Change vs previous 13F -32 shares

    0.33% of the 13F portfolio, value $3,127,179.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 4,471 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,620,420.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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