United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionCozad Asset Management Inc
Latest Disclosed Ownership22,769 shares
Latest Disclosed Value $ 16,588,711
Cozad Asset Management Inc reports 2.80% increase in ownership of URI / United Rentals, Inc.

On May 28, 2026 - Cozad Asset Management Inc filed a 13F-HR form disclosing ownership of 22,769 shares of United Rentals, Inc. (MX:URI) valued at $16,588,711 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 22,149 shares of United Rentals, Inc.. This represents a change in shares of 2.80% 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)
2026-05-28 2026-03-31 13F United Rentals COM 911363109 22,769 620 2.80 16,589 -7.46 1.3032
2026-02-13 2025-12-31 13F United Rentals COM 911363109 22,149 74 0.34 17,926 -14.94 1.3897
2025-11-10 2025-09-30 13F United Rentals COM 911363109 22,075 268 1.23 21,074 28.27 1.6762
2025-08-12 2025-06-30 13F/A-1 United Rentals COM 911363109 21,807 1,312 6.40 16,429 27.91 1.4362
2025-08-11 2025-06-30 13F United Rentals COM 911363109 20,495 0 12,844 1.2836
2025-05-08 2025-03-31 13F United Rentals COM 911363109 20,495 -229 -1.10 12,844 -12.02 1.2836
2025-02-10 2024-12-31 13F United Rentals COM 911363109 20,724 -474 -2.24 14,599 -14.95 1.3613
2024-10-31 2024-09-30 13F United Rentals COM 911363109 21,198 -222 -1.04 17,165 23.91 1.6398
2024-08-02 2024-06-30 13F United Rentals COM 911363109 21,420 -384 -1.76 13,853 -11.90 1.3824
2024-05-08 2024-03-31 13F United Rentals COM 911363109 21,804 -666 -2.96 15,723 22.04 1.6371
2024-02-05 2023-12-31 13F United Rentals COM 911363109 22,470 -198 -0.87 12,885 27.86 1.4858
2023-11-02 2023-09-30 13F United Rentals COM 911363109 22,668 -360 -1.56 10,078 -1.74 1.3092
2023-07-26 2023-06-30 13F United Rentals COM 911363109 23,028 1,988 9.45 10,256 23.17 1.2793
2023-05-01 2023-03-31 13F United Rentals COM 911363109 21,040 -4,624 -18.02 8,327 -8.72 1.1022
2023-02-08 2022-12-31 13F United Rentals COM 911363109 25,664 -2,950 -10.31 9,121 18.01 1.2820
2022-11-07 2022-09-30 13F United Rentals COM 911363109 28,614 597 2.13 7,729 13.56 1.2540
2022-08-09 2022-06-30 13F United Rentals COM 911363109 28,017 1,859 7.11 6,806 -26.75 1.0605
2022-04-29 2022-03-31 13F United Rentals COM 911363109 26,158 1,566 6.37 9,292 13.71 1.3011
2022-02-01 2021-12-31 13F United Rentals COM 911363109 24,592 -1,400 -5.39 8,172 -10.40 1.1580
2021-11-05 2021-09-30 13F United Rentals COM 911363109 25,992 -3,725 -12.53 9,121 -3.79 1.4208
2021-07-29 2021-06-30 13F United Rentals COM 911363109 29,717 -4,618 -13.45 9,480 -16.16 1.4882
2021-04-29 2021-03-31 13F United Rentals COM 911363109 34,335 -2,385 -6.50 11,307 32.77 1.8396
2021-02-16 2020-12-31 13F United Rentals COM 911363109 36,720 -1,575 -4.11 8,516 27.45 1.5219
2020-10-28 2020-09-30 13F United Rentals COM 911363109 38,295 -563 -1.45 6,682 15.39 1.2605
2020-08-07 2020-06-30 13F United Rentals COM 911363109 38,858 8,148 26.53 5,791 83.26 1.1772
2020-05-07 2020-03-31 13F United Rentals COM 911363109 30,710 3,495 12.84 3,160 -30.38 1.0928
2020-01-16 2019-12-31 13F United Rentals COM 911363109 27,215 -1,830 -6.30 4,539 25.39 1.2113
2019-10-31 2019-09-30 13F United Rentals COM 911363109 29,045 1,800 6.61 3,620 0.17 1.0457
2019-08-13 2019-06-30 13F United Rentals COM 911363109 27,245 23,835 698.97 3,614 826.67 1.0470
2019-04-18 2019-03-31 13F United Rentals COM 911363109 3,410 -50 -1.45 390 9.86 0.1178
2019-01-14 2018-12-31 13F United Rentals COM 911363109 3,460 3,460 355 0.1226
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.