United Rentals’ (URI) Specialty Rentals Up 25% as Data Centers and Infrastructure Drive Growth
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
United Rentals Inc. (URI)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 71,567 | $71,623,366 | +31% | 0.02% |
| 2. | Markel Gayner Asset Management Tom Gayner | 31,150 | $31,174,297 | 0.24% | |
| 3. | Impax Asset Management Ian Simm | 19,446 | $19,461,524 | -39% | 0.15% |
| 4. | Leucadia National Ian Cumming And Joseph Steinberg | 4,963 | $4,966,871 | -32% | 0.04% |
| 5. | Sustainable Insight Capital Management Kevin Parker | 3,040 | $3,042,371 | 1.28% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $783.36 | 68 | $53,268.33 | 7,600 | 2026-02-02 | Filing | |
| $344.65 | 177 | $60,999.89 | 10,660 | 2022-11-18 | Filing | |
| $288.65 | 173 | $49,936.00 | 6,993 | 2022-05-09 | Filing | |
| $88.53 | 600 | $53,120.34 | 4,523 | 2020-03-13 | Filing | |
| $87.26 | 5,000 | $436,310.00 | 23,684 | 2020-03-13 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,133.15 | 1,500 | $1,699,731.60 | 6,062 | 2026-07-24 | Filing | |
| $954.99 | 306 | $292,226.54 | 5,738 | 2026-04-27 | Filing | |
| $963.00 | 2,466 | $2,374,757.51 | 14,774 | 2026-04-27 | Filing | |
| $977.86 | 548 | $535,868.21 | 1,865 | 2026-04-24 | Filing | |
| $984.98 | 22,768 | $22,425,933.57 | 99,980 | 2026-04-24 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,699,731 | $1,694,360,541 | 0.09% | |
| 2. | 870,497 | $871,257,836 | 0.16% | |
| 3. | 377,852 | $378,147,550 | 0.08% | |
| 4. | 349,935 | $350,208,018 | 0.06% | |
| 5. | 846,698 | $310,805,902 | 0.43% |
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United Rentals (URI) Rose on Robust Nonresidential Construction End Markets
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United Rentals, Inc. (NYSE:URI) Q1 2026 Earnings Call Transcript
United Rentals, Inc. (NYSE:URI) Q1 2026 Earnings Call Transcript April 23, 2026 Operator: Good morning, everyone, and welcome to the United Rentals Investor Conference Call.
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