URI

United Rentals Inc

6 super-investor ownerscombined $88Mlargest position 3.9%

1 TRIM

6 of the 83 super-investors we track hold URI, worth a combined $88M per their latest 13F filings. The largest position: David Rolfe at 3.9% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 27 of 100 (how strongly the cohort backs it) — ranked #469 of 742 stocks. The stock is up 19.0x since a tracked investor first held it at conviction size (Q1 2016 or earlier).

Held through it: Glenn Greenberg (7q straight), David Rolfe (5q straight), David Tepper (6q straight) and 2 more. All multibaggers the cohort held →

Share𝕏 in

Why super-investors own URI

URI is held by 6 super-investors in our cohort, with a combined position value of $88M. The highest-conviction owner is David Rolfe at 3.9% of their portfolio. Cohort ownership has grown from 5 to 6 over the last four quarters — net interest is rising. This quarter the cohort registered 1 trimmed.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 6

Peak: 7

Owners (6) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Thomas Gayner	0.3%	12q	$35M	31,150
2	Joel Greenblatt	<0.1%	38q	$31M	27,019
3	David Rolfe	3.9%	6q	$19M	16,732
4	Jensen Investment Management	0.1%	19q	$2M	1,902
5	Torray Funds	0.1%	15q	$748K	660
6	First Eagle Investment Management	<0.1%	3q	$471K	416