URI
United Rentals Inc
6 super-investors hold URI worth a combined $121M. The largest position: David Rolfe at 3.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 31 — ranked #336 of 724 scored stocks.
Why super-investors own URI
The cohort owner count history showing 0→0→0→1→1→1→1→1 conflicts with the current ownership data listing 6 holders — those figures cannot be reconciled, so a reliable trend narrative is not available. Based on the current snapshot, URI is held by six managers with a combined $121M, though ownership is diffuse: Joel Greenblatt holds the largest absolute position at $78M, while David Rolfe carries the highest conviction at 3.8% of his portfolio. Thomas Gayner holds $23M at modest concentration. No manager added, trimmed, started, or exited in 2026Q1, suggesting the cohort is in a holding pattern. Interest appears stable rather than building, with no new entrants this quarter.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 38q | $78M | 106,896 |
| 2 | Thomas Gayner | 0.2% | 11q | $23M | 31,150 |
| 3 | David Rolfe | 3.8% | 5q | $18M | 25,192 |
| 4 | Jensen Investment Management | <0.1% | 18q | $2M | 2,171 |
| 5 | Torray Funds | 0.1% | 14q | $481K | 660 |
| 6 | First Eagle Investment Management | 0.0% | 2q | $4K | 6 |
- 1Joel Greenblattport0.1%val$78M106,896 sh·38q held
- 2Thomas Gaynerport0.2%val$23M31,150 sh·11q held
- 3David Rolfeport3.8%val$18M25,192 sh·5q held
- 4Jensen Investment Managementport<0.1%val$2M2,171 sh·18q held
- 5Torray Fundsport0.1%val$481K660 sh·14q held
- 6First Eagle Investment Managementport0.0%val$4K6 sh·2q held
Owners of URI also hold
Long US equity 13F-HR filings only. CUSIP 911363109. Not investment advice.