← Top Holdings

URIUNITED RENTALS INC

CUSIP: 911363109

2

Guru Owners

$46.7M

Total Value Held

57,664

Total Shares

$25.2M
0.20%
$21.5M
4.01%

📊 Fundamentals

Market Cap$51.5B
P/E Ratio21.0x
Near market avg
Forward P/E15.2x
P/FCF26.7x
EPS (TTM)$38.62
Revenue (TTM)$16.1B
Profit Margin15.49%
Div Yield0.97%
Beta1.65

52-Week Range

$525.91
$1021.47

Current: $809.60

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 21.0x trailing earnings → 15.2x forward · 15.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$13.9M$27.7M$41.6M$55.4MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $46.7M
REDUCEDDavid Rolfe$21.5M
Q3 '252 owners · $55.4M
INCREASEDDavid Rolfe$25.7M
Q2 '252 owners · $46.1M
INCREASEDDavid Rolfe$22.6M
Q1 '252 owners · $37.2M
INCREASEDTom Gayner$19.5M
NEWDavid Rolfe$17.7M
Q4 '241 owners · $20.9M
INCREASEDTom Gayner$20.9M
Q3 '241 owners · $21.0M
INCREASEDTom Gayner$21.0M

💰 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
12.0%current: 12.0%
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 2 superinvestors · 19 congress member trades

$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
$1,001 - $15,0002025-04-08
$15,001 - $50,0002025-03-27
$1,001 - $15,0002025-03-06
$1,001 - $15,0002025-02-25
$1,001 - $15,0002025-02-25
$1,001 - $15,0002025-02-19
$1,001 - $15,0002025-01-17
$1,001 - $15,0002025-01-13
$1,001 - $15,0002024-12-19
$1,001 - $15,0002024-11-12
$1,001 - $15,0002024-11-08
$1,001 - $15,0002024-10-29