FFO
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Fortitude Family Office’s Herc Holdings HRI Stock Holding History

Fortitude Family Office’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.25K Buy
26
+7
+37% +$1.05K ﹤0.01% 1790
2026
Q2 		$2.72K Buy
19
+10
+111% +$1.29K ﹤0.01% 1353
2026
Q1 		$896 Sell
9
-1
-10% -$143 ﹤0.01% 1534
2025
Q4 		$1.48K Sell
10
-2
-17% -$274 ﹤0.01% 1296
2025
Q3 		$1.4K Sell
12
-4
-25% -$516 ﹤0.01% 1405
2025
Q2 		$2.11K Buy
+16
New +$1.94K ﹤0.01% 1172

Other funds holding HRI

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office's HRI Position: Q3 2026 in Review

Fortitude Family Office increased its Herc Holdings (HRI) stake by 37% in Q3 2026, buying an estimated $1.05K and bringing the position to 26 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Fortitude Family Office first reported a position in HRI in Q2 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold HRI as of Q3 2026.

  • Fortitude Family Office held 26 shares of Herc Holdings worth $3.25K as of Q3 2026.
  • Fortitude Family Office bought 7 Herc Holdings shares in Q3 2026, an estimated $1.05K.
  • Herc Holdings made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1790 holding.
  • Fortitude Family Office first reported a position in Herc Holdings in Q2 2025 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held Herc Holdings as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.