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Herc Holdings Inc.

HRI Industrials
$138.95 $-1.47 (-1.05%)
Market Cap: $4.65 B
Gurus Holding
11
Popularity Rank
#374
% of Shares Held
6.37%
Net Activity (Q2 2026)
+$5.64 M

Guru Ownership Trend

Guru Analysis for Herc Holdings Inc. (HRI)

Herc Holdings Inc. (HRI), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $296.12 M.

Top institutional holders include Mario Gabelli and Ken Fisher.

Institutional sentiment is currently Bullish. This is evidenced by a $5.64 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 346.9%. Conversely, Ray Dalio reduced exposure by 86.4%.

Key Holders

Top 5 by Value

$140.01 M
$83.76 M
$24.5 M
$16.77 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$37.54 M
Total Buy Value
New Buys 2
Additions 6
-$31.9 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
8

FAQs for Herc Holdings Inc. (HRI)

Major holders include Mario Gabelli ($140.01 M), Ken Fisher ($83.76 M), Steven Cohen ($24.5 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 2.13 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $5.64 M, with 8 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited HRI. The total reported sell value was $31.9 M.

Yes, 2 managers opened new positions in HRI, and 6 increased their existing holdings. The total reported buy value was $37.54 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.26% Add 0.4% 976,739 $140.01 M Q2 2026
0.02% Add 2.4% 584,320 $83.76 M Q2 2026
0.03% Add 38.6% 170,891 $24.5 M Q2 2026
0.04% Add 56.8% 155,319 $22.26 M Q2 2026
0.14% New Buy 116,999 $16.77 M Q2 2026
0.02% Add 18.7% 56,635 $8.12 M Q2 2026
0.01% Reduce -65.9% 39,467 $5.66 M Q2 2026
0.00% Add 346.9% 16,523 $2.37 M Q2 2026
0.01% 6,450 $924,543 Q2 2026
0.00% Reduce -86.4% 5,917 $848,143 Q2 2026
0.00% New Buy 1,895 $271,629 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form