← Top Holdings

URIUNITED RENTALS INC

CUSIP: 911363109

5

Guru Owners

$50.7M

Total Value Held

69,530

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Tom Gayner	Markel Group	31150	$22.7M	0.19%	$728.56	Q1 2026
David Rolfe	Wedgewood Partners	25192	$18.4M	3.79%	$728.55	Q1 2026
Ray Dalio	Bridgewater Associates	10357	$7.5M	0.03%	$728.56	Q1 2026
Jensen Investment Management	Jensen Investment Management	2171	$1.6M	0.03%	$728.56	Q1 2026
Torray LLC	Torray LLC	660	$481K	0.07%	$728.56	Q1 2026

$22.7M

0.19%

$18.4M

3.79%

$7.5M

0.03%

Jensen Investment Management

$1.6M

0.03%

$481K

0.07%

📊 Fundamentals

Market Cap$65.6B

P/E Ratio26.7x

Above market avg

Forward P/E19.4x

P/FCF35.1x

EPS (TTM)$39.18

Revenue (TTM)$16.4B

Profit Margin15.32%

Div Yield0.75%

Beta1.79

52-Week Range

$701.59

$1143.69

Current: $1046.62

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 26.7x trailing earnings → 19.4x forward · 15.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '265 owners · $50.7M

REDUCEDDavid Rolfe$18.4M

NEWRay Dalio$7.5M

INCREASEDJensen Investment Management$1.6M

Q4 '254 owners · $48.9M

REDUCEDDavid Rolfe$21.5M

REDUCEDJensen Investment Management$1.7M

Q3 '254 owners · $58.9M

INCREASEDDavid Rolfe$25.7M

INCREASEDJensen Investment Management$2.8M

Q2 '254 owners · $48.6M

INCREASEDDavid Rolfe$22.6M

Q1 '254 owners · $39.3M

INCREASEDTom Gayner$19.5M

NEWDavid Rolfe$17.7M

NEWJensen Investment Management$1.7M

Q4 '242 owners · $21.4M

INCREASEDTom Gayner$20.9M

NEWTorray LLC$465K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

7%analyst est. 7.4%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

11.4%current: 11.4%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

URI: Held by 5 superinvestors · 19 congress member trades

BUYJulia LetlowR

$1,001 - $15,0002025-12-16

$1,001 - $15,0002025-11-25

$15,001 - $50,0002025-10-24

$1,001 - $15,0002025-08-07

$1,001 - $15,0002025-04-23

$1,001 - $15,0002025-04-15

$1,001 - $15,0002025-04-09

BUYRob BresnahanR

$1,001 - $15,0002025-04-08

SELLGreg LandsmanD

$15,001 - $50,0002025-03-27

$1,001 - $15,0002025-03-06

SELLRob BresnahanR

$1,001 - $15,0002025-02-25

$1,001 - $15,0002025-02-25

$1,001 - $15,0002025-02-19

$1,001 - $15,0002025-01-17

SELLRob BresnahanR

$1,001 - $15,0002025-01-13

SELLGreg LandsmanD

$1,001 - $15,0002024-12-19

$1,001 - $15,0002024-11-12

BUYGreg LandsmanD

$1,001 - $15,0002024-11-08

$1,001 - $15,0002024-10-29