Which superinvestors hold United Rentals Inc (URI)?

Per the latest SEC 13F filings, 5 superinvestors hold United Rentals Inc (URI): Thomas Gayner, Ray Dalio, David Rolfe, Ronald Muhlenkamp, Jeremy Grantham. Combined value held is about $108.3M, with Thomas Gayner the largest holder.

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United Rentals Inc

URI

Held by 5 superinvestors.

Price$1057.66

Holders5

Total value$108.3M

SEC 10-K · fundamentals

Business quality

as of 2025-12-31

Revenue growth: +3.0%
Net margin: 67.5%
ROE: 27.8%
FCF margin: —

Revenue $1.99B → $3.69B · 6y

What makes a business high quality

Valuation · value band

Valuation

This company's reported figures contain an impossible value (e.g., operating income above revenue), so the data can't be trusted and no valuation verdict is shown until it's corrected.

SEC 13F · holders

Superinvestors Holding This Security

5 holders · $108.3M combined · this quarter +0 opened / -0 exited

This quarter2 added2 trimmed

Holders 3 → 5 · last 8q

Investor	Value	Shares	Weight (prev→now)
Thomas Gayner	$35.3M	31,150	0.2% → 0.3% ▲
Ray Dalio	$31.7M	27,950	0.0% → 0.1% ▲
David Rolfe	$19.0M	16,732	3.8% → 3.9% ▲
Ronald Muhlenkamp	$17.8M	15,673	3.0% → 5.1% ▲
Jeremy Grantham	$4.7M	4,122	0.0% → 0.0% ▼

Thomas Gayner
Value$35.3MWeight (prev→now)0.2% → 0.3% ▲
Ray Dalio
Value$31.7MWeight (prev→now)0.0% → 0.1% ▲
David Rolfe
Value$19.0MWeight (prev→now)3.8% → 3.9% ▲
Ronald Muhlenkamp
Value$17.8MWeight (prev→now)3.0% → 5.1% ▲
Jeremy Grantham
Value$4.7MWeight (prev→now)0.0% → 0.0% ▼

SEC 13F · notes

Written summary

United Rentals Inc (URI) is held by 5 of the superinvestors tracked on Compounder, with a combined $108.3M in reported 13F value. The largest position belongs to Thomas Gayner, where it makes up 0.3% of the portfolio.

Other notable holders by value include Ray Dalio (0.1% of its book), David Rolfe (3.9% of its book) and Ronald Muhlenkamp (5.1% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in URI, 2 added to existing ones, 2 trimmed, and 0 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

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Also on

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-18

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

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