← Top Holdings

URIUNITED RENTALS INC

CUSIP: 911363109

3

Guru Owners

$48.4M

Total Value Held

59,815

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Tom Gayner	Markel Group	31150	$25.2M	0.20%	$809.32	Q4 2025
David Rolfe	Wedgewood Partners	26514	$21.5M	4.01%	$809.33	Q4 2025
Jensen Investment Management	Jensen Investment Management	2151	$1.7M	0.03%	$809.32	Q4 2025

$25.2M

0.20%

$21.5M

4.01%

Jensen Investment Management

$1.7M

0.03%

📊 Fundamentals

Market Cap$51.4B

P/E Ratio21.1x

Near market avg

Forward P/E15.5x

P/FCF26.6x

EPS (TTM)$38.58

Revenue (TTM)$16.1B

Profit Margin15.49%

Div Yield0.97%

Beta1.68

52-Week Range

$557.05

$1021.47

Current: $815.25

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 21.1x trailing earnings → 15.5x forward · 15.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '253 owners · $48.4M

REDUCEDDavid Rolfe$21.5M

REDUCEDJensen Investment Management$1.7M

Q3 '253 owners · $58.3M

INCREASEDDavid Rolfe$25.7M

INCREASEDJensen Investment Management$2.8M

Q2 '253 owners · $48.1M

INCREASEDDavid Rolfe$22.6M

Q1 '253 owners · $38.9M

INCREASEDTom Gayner$19.5M

NEWDavid Rolfe$17.7M

NEWJensen Investment Management$1.7M

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. 7.1%

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 3 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

URI Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker