Ronald Muhlenkamp
Muhlenkamp & Co
Ronald Muhlenkamp United Rentals Inc stake
total: 197
Muhlenkamp & Co URI trades
- Total transactions:
- 12
- New positions:
- 1
- Added:
- 8
- Reduced:
- 3
- Held since:
- 2023 Q3
- Held for:
- 12 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Ronald Muhlenkamp holds 15,673 United Rentals Inc (URI) shares with a market value of roughly $17.76M accounting for 5.14% of the overall portfolio. To date, the estimated cost basis is nearly $460.37 for "buy" trades and estimated average "sell" price is $742.22. Muhlenkamp & Co first purchased URI in 2023 Q3, initially acquiring 14,823 shares. Since the initial investment in United Rentals Inc (URI), Muhlenkamp & Co has made 11 more transactions.
When did Ronald Muhlenkamp buy United Rentals Inc (URI)?
Ronald Muhlenkamp first invested in United Rentals Inc (URI) in 2023 Q3 at the reported quarter-end price of $444.57 per share.
What's the cost basis of Muhlenkamp & Co's URI stake?
The estimated cost basis for United Rentals Inc (URI) stake is around $460.37 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $460.37
- Weighted AVG sell price:
- $742.22
Ronald Muhlenkamp's historical trades in United Rentals Inc
12 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
5.14%
|
15,673
|
$1,132.89
|
$17,755,785
|
+0.45% (+70)
|
+0.02%
|
|
2026 Q1
|
2.99%
|
15,603
|
$728.56
|
$11,367,722
|
-0.02% (-3)
|
-0%
|
|
2025 Q4
|
3.40%
|
15,606
|
$809.32
|
$12,630,248
|
+0.53% (+83)
|
+0.02%
|
|
2025 Q3
|
4.03%
|
15,523
|
$954.64
|
$14,818,824
|
-0.03% (-4)
|
-0%
|
|
2025 Q2
|
3.65%
|
15,527
|
$753.38
|
$11,697,719
|
+1.03% (+159)
|
+0.04%
|
|
2025 Q1
|
3.15%
|
15,368
|
$626.69
|
$9,630,929
|
-0.05% (-7)
|
-0%
|
|
2024 Q4
|
3.29%
|
15,375
|
$704.42
|
$10,830,491
|
+0.25% (+39)
|
+0.01%
|
|
2024 Q3
|
3.81%
|
15,336
|
$809.71
|
$12,417,664
|
+0.03% (+5)
|
+0%
|
|
2024 Q2
|
3.09%
|
15,331
|
$646.73
|
$9,915,018
|
+0.01% (+2)
|
+0%
|
|
2024 Q1
|
3.21%
|
15,329
|
$721.11
|
$11,053,895
|
+1.92% (+289)
|
+0.06%
|
|
2023 Q4
|
2.82%
|
$573.42
|
+1.46% (+217)
|
|||
|
2023 Q3
|
2.27%
|
$444.57
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.