United Rentals, Inc.
US ˙ NYSE ˙ US9113631090

SecurityURI / United Rentals, Inc.
InstitutionMuhlenkamp & Co Inc
Latest Disclosed Ownership15,603 shares
Latest Disclosed Value $ 11,367,722
Muhlenkamp & Co Inc reports 0.02% decrease in ownership of URI / United Rentals, Inc.

On May 6, 2026 - Muhlenkamp & Co Inc filed a 13F-HR form disclosing ownership of 15,603 shares of United Rentals, Inc. (US:URI) valued at $11,367,722 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 15,606 shares of United Rentals, Inc.. This represents a change in shares of -0.02% during the quarter. The current value of the position is $16,923,326 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F UNITED RENTALS COM 911363109 15,603 -3 -0.02 11,368 -10.00 2.9932
2026-02-04 2025-12-31 13F UNITED RENTALS COM 911363109 15,606 83 0.53 12,630 -14.77 3.3969
2025-11-07 2025-09-30 13F UNITED RENTALS COM 911363109 15,523 -4 -0.03 14,819 26.68 4.0280
2025-07-24 2025-06-30 13F UNITED RENTALS COM 911363109 15,527 159 1.03 11,698 21.46 3.6500
2025-05-13 2025-03-31 13F UNITED RENTALS COM 911363109 15,368 -7 -0.05 9,631 -11.08 3.1510
2025-02-13 2024-12-31 13F UNITED RENTALS COM 911363109 15,375 39 0.25 10,830 -12.78 3.2873
2024-11-12 2024-09-30 13F UNITED RENTALS COM 911363109 15,336 5 0.03 12,418 25.23 3.8052
2024-07-17 2024-06-30 13F UNITED RENTALS COM 911363109 15,331 2 0.01 9,915 -10.30 3.0943
2024-04-23 2024-03-31 13F UNITED RENTALS COM 911363109 15,329 289 1.92 11,054 28.17 3.2107
2024-01-08 2023-12-31 13F UNITED RENTALS COM 911363109 15,040 217 1.46 8,624 30.88 2.8211
2023-12-06 2023-09-30 13F UNITED RENTALS COM 911363109 14,823 14,823 6,590 2.2743
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.