URI
United Rentals Inc
United Rentals Inc historical holders
total: 10
Muhlenkamp & Co United Rentals Inc transactions over time
- Total transactions:
- 11
- New positions:
- 1
- Added:
- 7
- Reduced:
- 3
- Held since:
- 2023 Q3
- Held for:
- 11 quarters
- Latest activity:
- 2026 Q1
Ronald Muhlenkamp has been an institutional investor in United Rentals Inc (URI) since 2023 Q3. According to 2026 Q1 report, Ronald Muhlenkamp holds 15,603 shares with a market value of roughly $11.37M representing 2.99% of their equity portfolio. The fund/company first acquired URI in 2023 Q3, initially purchasing 14,823 shares. Since the initial investment, Muhlenkamp & Co has made 10 more transactions in this position.
Does Ronald Muhlenkamp still hold URI?
Yes, Ronald Muhlenkamp continues to hold United Rentals Inc (URI). According to their 2026 Q1 report, they maintain a position of 15,603 shares valued at approximately $11.37M, representing 2.99% of their equity portfolio.
When did Ronald Muhlenkamp first invest in URI?
Ronald Muhlenkamp first invested in United Rentals Inc (URI) in 2023 Q3 at the reported quarter-end price of $444.57 per share, acquiring 14,823 shares in their initial purchase.
What is Ronald Muhlenkamp's average cost basis for URI?
Based on historical transaction data, Ronald Muhlenkamp's estimated cost basis for United Rentals Inc (URI) is approximately $457.35 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $457.35
- Weighted AVG sell price:
- $742.22
URI transactions history by Muhlenkamp & Co
11 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
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%
|
15,040
|
$573.42
|
$8,624,237
|
+1.46% (+217)
|
+0.04%
|
|
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.