United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionCallahan Advisors, LLC
Latest Disclosed Ownership10,975 shares
Latest Disclosed Value $ 7,996,055
Callahan Advisors, LLC reports 2.70% decrease in ownership of URI / United Rentals, Inc.

On May 12, 2026 - Callahan Advisors, LLC filed a 13F-HR form disclosing ownership of 10,975 shares of United Rentals, Inc. (MX:URI) valued at $7,996,055 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 11,280 shares of United Rentals, Inc.. This represents a change in shares of -2.70% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F United Rentals COM 911363109 10,975 -305 -2.70 7,996 -12.40 0.6673
2026-02-06 2025-12-31 13F United Rentals COM 911363109 11,280 -16 -0.14 9,129 -15.36 0.7503
2025-10-31 2025-09-30 13F United Rentals COM 911363109 11,296 -288 -2.49 10,784 23.57 0.9159
2025-07-28 2025-06-30 13F United Rentals COM 911363109 11,584 264 2.33 8,727 23.04 0.7843
2025-05-01 2025-03-31 13F United Rentals COM 911363109 11,320 1,745 18.22 7,094 5.16 0.6761
2025-01-31 2024-12-31 13F United Rentals COM 911363109 9,575 -286 -2.90 6,745 -15.53 0.6348
2024-10-30 2024-09-30 13F United Rentals COM 911363109 9,861 -439 -4.26 7,985 19.88 0.7780
2024-07-29 2024-06-30 13F United Rentals COM 911363109 10,300 -841 -7.55 6,661 -17.09 0.6926
2024-04-24 2024-03-31 13F United Rentals COM 911363109 11,141 -2,333 -17.31 8,034 3.99 0.8426
2024-01-24 2023-12-31 13F United Rentals COM 911363109 13,474 -707 -4.99 7,726 22.56 0.8964
2023-10-23 2023-09-30 13F United Rentals COM 911363109 14,181 -659 -4.44 6,304 -4.61 0.7919
2023-07-31 2023-06-30 13F United Rentals COM 911363109 14,840 2,284 18.19 6,609 33.00 0.8032
2023-04-28 2023-03-31 13F United Rentals COM 911363109 12,556 2,192 21.15 4,969 34.92 0.6419
2023-02-03 2022-12-31 13F United Rentals COM 911363109 10,364 1,488 16.76 3,684 53.59 0.5041
2022-11-14 2022-09-30 13F/A-1 United Rentals COM 911363109 8,876 719 8.81 2,398 21.05 0.3444
2022-10-27 2022-09-30 13F United Rentals COM 911363109 8,876 719 2,398 0.3444
2022-07-29 2022-06-30 13F United Rentals COM 911363109 8,157 514 6.73 1,981 -27.03 0.2637
2022-04-27 2022-03-31 13F United Rentals COM 911363109 7,643 1,466 23.73 2,715 32.25 0.3098
2022-02-08 2021-12-31 13F United Rentals COM 911363109 6,177 -63 -1.01 2,053 -6.26 0.2303
2021-11-03 2021-09-30 13F United Rentals COM 911363109 6,240 -113 -1.78 2,190 8.04 0.2760
2021-08-11 2021-06-30 13F United Rentals COM 911363109 6,353 -10 -0.16 2,027 -3.25 0.2573
2021-04-21 2021-03-31 13F United Rentals COM 911363109 6,363 -910 -12.51 2,095 24.18 0.2837
2021-01-20 2020-12-31 13F United Rentals COM 911363109 7,273 -10 -0.14 1,687 32.73 0.2469
2020-10-26 2020-09-30 13F United Rentals COM 911363109 7,283 -247 -3.28 1,271 13.28 0.2078
2020-07-17 2020-06-30 13F United Rentals COM 911363109 7,530 -140 -1.83 1,122 42.21 0.1989
2020-04-06 2020-03-31 13F United Rentals COM 911363109 7,670 -22,720 -74.76 789 -84.43 0.1656
2020-01-21 2019-12-31 13F United Rentals COM 911363109 30,390 2,272 8.08 5,068 44.59 0.8125
2019-10-21 2019-09-30 13F United Rentals COM 911363109 28,118 1,120 4.15 3,505 -2.12 0.6122
2019-07-17 2019-06-30 13F United Rentals COM 911363109 26,998 2,457 10.01 3,581 27.71 0.6426
2019-04-22 2019-03-31 13F United Rentals COM 911363109 24,541 9,070 58.63 2,804 76.80 0.5220
2019-01-24 2018-12-31 13F United Rentals COM 911363109 15,471 -3,855 -19.95 1,586 -49.84 0.3386
2018-10-15 2018-09-30 13F United Rentals COM 911363109 19,326 19,326 3,162 0.5867
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.