ORG Partners’s Herc Holdings HRI Stock Holding History

ORG Partners’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
2025 Q4	$4.75K	Hold	32	–	–	﹤0.01%	1235
2025 Q3	$3.73K	Hold	32	–	–	﹤0.01%	1198
2025 Q2	$4.43K	Buy	+32	New	+$3.88K	﹤0.01%	1074

Other funds holding HRI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ORG Partners's HRI Position: Q4 2025 in Review

ORG Partners held its Herc Holdings (HRI) position steady in Q4 2025 at 32 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

ORG Partners first reported a position in HRI in Q2 2025 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold HRI as of Q4 2025.

ORG Partners held 32 shares of Herc Holdings worth $4.75K as of Q4 2025.
ORG Partners left its Herc Holdings share count unchanged in Q4 2025.
Herc Holdings made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1235 holding.
ORG Partners first reported a position in Herc Holdings in Q2 2025 and has held it in 3 quarters since.
312 funds tracked by Wall St. Rank held Herc Holdings as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.