United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership14,474 shares
Latest Disclosed Value $ 10,545,177
Gotham Asset Management, LLC reports 10.66% increase in ownership of URI / United Rentals, Inc.

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 14,474 shares of United Rentals, Inc. (MX:URI) valued at $10,545,177 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 13,080 shares of United Rentals, Inc.. This represents a change in shares of 10.66% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F UNITED RENTALS COM 911363109 14,474 1,394 10.66 10,545 -0.38 0.0323
2026-02-17 2025-12-31 13F UNITED RENTALS COM 911363109 13,080 -4,248 -24.52 10,586 -36.01 0.0387
2025-11-14 2025-09-30 13F UNITED RENTALS COM 911363109 17,328 3,719 27.33 16,542 61.34 0.0720
2025-08-14 2025-06-30 13F UNITED RENTALS COM 911363109 13,609 8,628 173.22 10,253 228.52 0.0613
2025-05-15 2025-03-31 13F UNITED RENTALS COM 911363109 4,981 -3,699 -42.62 3,122 -48.95 0.0260
2025-02-14 2024-12-31 13F UNITED RENTALS COM 911363109 8,680 -2,688 -23.65 6,115 -33.58 0.0580
2024-11-14 2024-09-30 13F UNITED RENTALS COM 911363109 11,368 -10,441 -47.87 9,205 -34.73 0.0952
2024-08-14 2024-06-30 13F UNITED RENTALS COM 911363109 21,809 6,026 38.18 14,105 23.93 0.1826
2024-05-15 2024-03-31 13F UNITED RENTALS COM 911363109 15,783 12,869 441.63 11,381 581.50 0.1719
2024-02-14 2023-12-31 13F UNITED RENTALS COM 911363109 2,914 -443 -13.20 1,671 11.93 0.0310
2023-11-14 2023-09-30 13F UNITED RENTALS COM 911363109 3,357 -296 -8.10 1,492 -8.24 0.0308
2023-08-14 2023-06-30 13F UNITED RENTALS COM 911363109 3,653 -941 -20.48 1,627 -10.56 0.0354
2023-05-15 2023-03-31 13F UNITED RENTALS COM 911363109 4,594 -1,363 -22.88 1,818 -14.12 0.0441
2023-02-14 2022-12-31 13F UNITED RENTALS COM 911363109 5,957 -10,027 -62.73 2,117 -50.97 0.0596
2022-11-14 2022-09-30 13F UNITED RENTALS COM 911363109 15,984 7,492 88.22 4,318 109.31 0.1293
2022-08-15 2022-06-30 13F UNITED RENTALS COM 911363109 8,492 6,194 269.54 2,063 152.82 0.0663
2022-05-16 2022-03-31 13F UNITED RENTALS COM 911363109 2,298 -49 -2.09 816 4.62 0.0253
2022-02-14 2021-12-31 13F UNITED RENTALS COM 911363109 2,347 -169 -6.72 780 -11.66 0.0252
2021-11-15 2021-09-30 13F UNITED RENTALS COM 911363109 2,516 -24,119 -90.55 883 -89.61 0.0358
2021-08-16 2021-06-30 13F UNITED RENTALS COM 911363109 26,635 -3,943 -12.89 8,497 -15.62 0.3600
2021-05-17 2021-03-31 13F UNITED RENTALS COM 911363109 30,578 -23,296 -43.24 10,070 -19.40 0.4492
2021-02-16 2020-12-31 13F UNITED RENTALS COM 911363109 53,874 -8,095 -13.06 12,494 15.54 0.4132
2020-11-16 2020-09-30 13F UNITED RENTALS COM 911363109 61,969 -18,224 -22.73 10,814 -9.52 0.3473
2020-08-13 2020-06-30 13F UNITED RENTALS COM 911363109 80,193 1,073 1.36 11,952 46.81 0.3577
2020-05-15 2020-03-31 13F UNITED RENTALS COM 911363109 79,120 10,295 14.96 8,141 -29.07 0.2261
2020-02-14 2019-12-31 13F UNITED RENTALS COM 911363109 68,825 4,805 7.51 11,478 43.85 0.2107
2019-11-14 2019-09-30 13F UNITED RENTALS COM 911363109 64,020 21,631 51.03 7,979 41.92 0.1410
2019-08-14 2019-06-30 13F UNITED RENTALS COM 911363109 42,389 42,389 5,622 0.0897
2019-02-14 2018-12-31 13F UNITED RENTALS COM 911363109 0 -155,182 -100.00 0 -100.00
2018-11-14 2018-09-30 13F UNITED RENTALS COM 911363109 155,182 76,006 96.00 25,388 117.21 0.3506
2018-08-14 2018-06-30 13F UNITED RENTALS COM 911363109 79,176 79,176 11,688 0.1689
2017-11-14 2017-09-30 13F UNITED RENTALS COM 911363109 0 -377,718 -100.00 0 -100.00
2017-08-14 2017-06-30 13F UNITED RENTALS COM 911363109 377,718 247,443 189.94 42,573 161.33 0.5971
2017-05-15 2017-03-31 13F UNITED RENTALS COM 911363109 130,275 -12,460 -8.73 16,291 8.10 0.2068
2017-02-14 2016-12-31 13F UNITED RENTALS COM 911363109 142,735 -189,783 -57.07 15,070 -42.26 0.1940
2016-11-14 2016-09-30 13F UNITED RENTALS COM 911363109 332,518 -413,640 -55.44 26,099 -47.87 0.3399
2016-08-15 2016-06-30 13F UNITED RENTALS COM 911363109 746,158 559,604 299.97 50,067 331.54 0.6002
2016-05-16 2016-03-31 13F UNITED RENTALS COM 911363109 186,554 186,554 0.00 11,602 0.1300
2015-11-16 2015-09-30 13F UNITED RENTALS COM 911363109 0 -423,969 -100.00 0 -100.00
2015-08-14 2015-06-30 13F UNITED RENTALS COM 911363109 423,969 423,969 0.00 37,148 0.3107
2015-05-15 2015-03-31 13F UNITED RENTALS COM 911363109 0 -111,110 -100.00 0 -100.00
2015-02-17 2014-12-31 13F UNITED RENTALS COM 911363109 111,110 111,110 0.00 11,334 0.0917
2014-11-14 2014-09-30 13F UNITED RENTALS COM 911363109 0 -3,365 -100.00 0 -100.00
2014-08-14 2014-06-30 13F UNITED RENTALS COM 911363109 3,365 -7,298 -68.44 352 -65.22 0.0044
2014-05-15 2014-03-31 13F UNITED RENTALS COM 911363109 10,663 10,663 -86.54 1,012 -78.08 0.0152
2014-02-14 2013-12-31 13F UNITED RENTALS COM 911363109 0 -79,200 -100.00 0 -100.00
2013-11-14 2013-09-30 13F UNITED RENTALS COM 911363109 79,200 79,200 4,617 0.1499
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.