Industry deep-dive
Rental & Leasing Services
Every super-investor and insider move tracked across 15 tickers in this industry.
Tickers
15
Combined value
$5.05B
Insider net (30d)
$0
Congress trades (30d)
0
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest rental & leasing services books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Norges Bank Norway SWF | $1.67B |
| 2 | Wellington Management | $673M |
| 3 | Izzy Englander Millennium Mgmt | $447M |
| 4 | Mario Gabelli GAMCO | $402M |
| 5 | AQR Capital Management | $351M |
| 6 | Ken Griffin Citadel Advisors | $272M |
| 7 | Two Sigma Investments | $251M |
| 8 | Ken Fisher Fisher Asset Mgmt | $141M |
| 9 | T. Rowe Price | $131M |
| 10 | D.E. Shaw & Co. | $117M |
| 11 | Paul Tudor Jones Tudor Investment | $111M |
| 12 | Baillie Gifford & Co | $89M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | URI | UNITED RENTALS INC | $1.84B |
| 2 | R | RYDER SYS INC | $717.6M |
| 3 | HRI | HERC HLDGS INC | $601.9M |
| 4 | AL | AIR LEASE CORP | $563.5M |
| 5 | GATX | GATX CORP | $504.4M |
| 6 | WSC | WILLSCOT MOBIL MINI HLDNG CO | $266.9M |
| 7 | CAR | AVIS BUDGET GROUP | $135.6M |
| 8 | HTZ | HERTZ GLOBAL HLDGS INC | $116.5M |
| 9 | MGRC | MCGRATH RENTCORP | $81.1M |
| 10 | PRG | PROG HOLDINGS INC | $67.9M |
| 11 | UHAL | AMERCO | $56.5M |
| 12 | WLFC | WILLIS LEASE FIN CORP | $47.1M |
| 13 | VSTS | VESTIS CORPORATION | $31.0M |
| 14 | CTOS | CUSTOM TRUCK ONE SOURCE INC | $10.2M |
| 15 | ALTG | ALTA EQUIPMENT GROUP INC | $6.2M |