United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionJag Capital Management, Llc
Latest Disclosed Ownership9,150 shares
Latest Disclosed Value $ 6,666,086
Jag Capital Management, Llc reports 51.25% decrease in ownership of URI / United Rentals, Inc.

On May 6, 2026 - Jag Capital Management, Llc filed a 13F-HR form disclosing ownership of 9,150 shares of United Rentals, Inc. (MX:URI) valued at $6,666,086 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 18,770 shares of United Rentals, Inc.. This represents a change in shares of -51.25% 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)
2026-05-06 2026-03-31 13F United Rentals COM 911363109 9,150 -9,620 -51.25 6,666 -56.12 0.7451
2026-02-06 2025-12-31 13F United Rentals COM 911363109 18,770 12,349 192.32 15,191 147.80 1.6471
2025-11-10 2025-09-30 13F United Rentals COM 911363109 6,421 -325 -4.82 6,130 20.62 0.6712
2025-07-28 2025-06-30 13F United Rentals COM 911363109 6,746 -3,163 -31.92 5,082 -18.16 0.5684
2025-04-24 2025-03-31 13F United Rentals COM 911363109 9,909 -15,552 -61.08 6,210 -65.37 0.8274
2025-02-06 2024-12-31 13F United Rentals COM 911363109 25,461 -5,458 -17.65 17,936 -28.36 2.5007
2024-11-04 2024-09-30 13F United Rentals COM 911363109 30,919 8,896 40.39 25,036 75.78 3.0208
2024-07-30 2024-06-30 13F United Rentals COM 911363109 22,023 15,274 226.32 14,243 192.70 1.9521
2024-05-01 2024-03-31 13F United Rentals COM 911363109 6,749 -18 -0.27 4,867 25.41 0.6888
2024-02-08 2023-12-31 13F United Rentals COM 911363109 6,767 24 0.36 3,881 29.46 0.5946
2023-11-15 2023-09-30 13F United Rentals COM 911363109 6,743 229 3.52 2,998 3.31 0.3616
2023-09-07 2023-06-30 13F/A-2 United Rentals COM 911363109 6,514 -1,949 -23.03 2,901 -13.38 0.3353
2023-08-11 2023-06-30 13F United Rentals COM 911363109 6,514 -1,949 2,901 0.3349
2023-09-07 2023-03-31 13F/A-2 United Rentals COM 911363109 8,463 427 5.31 3,350 17.26 0.4330
2023-09-01 2023-03-31 13F/A-1 United Rentals COM 911363109 8,463 427 3,350 0.4240
2023-05-10 2023-03-31 13F United Rentals COM 911363109 8,097 66 3,205 0.4065
2023-09-07 2022-12-31 13F/A-3 United Rentals COM 911363109 8,036 -88 -1.08 2,856 30.17 0.4142
2023-09-01 2022-12-31 13F/A-2 United Rentals COM 911363109 8,036 -88 2,856 0.4040
2023-02-08 2022-12-31 13F United Rentals COM 911363109 8,031 -93 2,854 0.3996
2022-11-14 2022-09-30 13F United Rentals COM 911363109 8,124 2 0.02 2,194 11.20 0.3065
2022-08-01 2022-06-30 13F United Rentals COM 911363109 8,122 -617 -7.06 1,973 -31.45 0.2438
2022-05-11 2022-03-31 13F United Rentals COM 911363109 8,739 -80 -0.91 2,878 -1.77 0.2847
2022-02-14 2021-12-31 13F United Rentals COM 911363109 8,819 -151 -1.68 2,930 -6.93 0.2246
2021-11-01 2021-09-30 13F/A-1 United Rentals COM 911363109 8,970 -112 -1.23 3,148 8.66 0.2453
2021-10-21 2021-09-30 13F United Rentals COM 911363109 8,970 -112 3,148 0.1427
2021-07-23 2021-06-30 13F United Rentals COM 911363109 9,082 88 0.98 2,897 -2.19 0.2273
2021-04-23 2021-03-31 13F United Rentals COM 911363109 8,994 -375 -4.00 2,962 36.31 0.2616
2021-02-01 2020-12-31 13F United Rentals COM 911363109 9,369 7,479 395.71 2,173 558.48 0.1959
2020-10-21 2020-09-30 13F United Rentals COM 911363109 1,890 1,890 330 0.0341
2019-04-15 2019-03-31 13F United Rentals COM 911363109 0 -1,240 -100.00 0 -100.00
2019-01-16 2018-12-31 13F/A-1 United Rentals COM 911363109 1,240 0 0.00 203 0.00 0.0332
2019-01-16 2018-12-31 13F United Rentals COM 911363109 1,240 203
2018-10-23 2018-09-30 13F United Rentals COM 911363109 1,240 1,240 203 0.0332
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.