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UNITED RENTALS INC URI

United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. It operates through two segments, General Rentals and Specialty.

Company profile

Business mix

  • It operates through two segments, General Rentals and Specialty.
  • The specialty segment rents trench safety equipment consists of trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, and line testing equipment for underground work.
  • This segment serves construction companies involved in infrastructure projects, and municipalities and industrial companies.
  • The company also sells aerial lifts, reach forklifts, telehandlers, compressors, and generators; construction consumables, tools, small equipment, and safety supplies.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in rental & leasing services?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Markel Group Tom Gayner 0.2% $22.7M 2026-03-31
Wedgewood Partners David Rolfe 3.8% $18.4M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $1.5M Estimated from net added shares
Reduction amount $634,564 Estimated from net reduced shares
Net share change / base shares +1.3% +734 / 57,213
Wedgewood Partners David Rolfe 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 3.3% 13F value change +$3.1M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -1.5% 13F value change -$4.2M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -5.0% 13F value change -$3.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 26,063 Last 3 periods -871 (-3.3%) Total shares 25,192 Value $18.4M
Markel Group Tom Gayner 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 31,150 Last 3 periods +0 (0.0%) Total shares 31,150 Value $22.7M
Lyrical Asset Management 3 filing periods
13F 2025-03-31 Filed 2025-05-13
New Shares - 13F value change +$357.4M
13F 2025-06-30 Filed 2025-08-12
Minor reduction Shares -8.6% 13F value change +$35.2M
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -99.7% 13F value change -$391.1M
Settlement As of 13F 2025-09-30 · Filed 2025-11-12
Base shares 0 Last 3 periods +1,605 (New) Total shares 1,605 Value $1.5M

Recent mentions

No public mentions.