United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionMontag A & Associates Inc
Latest Disclosed Ownership13,603 shares
Latest Disclosed Value $ 9,910,602
Montag A & Associates Inc reports 32.97% decrease in ownership of URI / United Rentals, Inc.

On April 29, 2026 - Montag A & Associates Inc filed a 13F-HR form disclosing ownership of 13,603 shares of United Rentals, Inc. (MX:URI) valued at $9,910,602 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 20,295 shares of United Rentals, Inc.. This represents a change in shares of -32.97% 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)
2026-04-29 2026-03-31 13F UNITED RENTALS COM 911363109 13,603 -6,692 -32.97 9,911 -39.67 0.4602
2026-02-02 2025-12-31 13F UNITED RENTALS COM 911363109 20,295 1,919 10.44 16,425 -6.37 0.7495
2025-11-12 2025-09-30 13F UNITED RENTALS COM 911363109 18,376 6,340 52.68 17,543 93.47 0.8069
2025-08-07 2025-06-30 13F UNITED RENTALS COM 911363109 12,036 -143 -1.17 9,068 18.80 0.4417
2025-05-05 2025-03-31 13F UNITED RENTALS COM 911363109 12,179 77 0.64 7,633 -10.48 0.3818
2025-01-30 2024-12-31 13F UNITED RENTALS COM 911363109 12,102 -213 -1.73 8,525 -14.50 0.4046
2024-11-05 2024-09-30 13F UNITED RENTALS COM 911363109 12,315 147 1.21 9,972 26.71 0.4710
2024-07-31 2024-06-30 13F UNITED RENTALS COM 911363109 12,168 -1,276 -9.49 7,869 -18.83 0.3971
2024-05-07 2024-03-31 13F UNITED RENTALS COM 911363109 13,444 259 1.96 9,695 28.23 0.4846
2024-02-07 2023-12-31 13F UNITED RENTALS COM 911363109 13,185 2,028 18.18 7,561 52.42 0.4216
2023-11-09 2023-09-30 13F UNITED RENTALS COM 911363109 11,157 306 2.82 4,960 2.65 0.3131
2023-08-09 2023-06-30 13F UNITED RENTALS COM 911363109 10,851 270 2.55 4,833 15.40 0.2976
2023-05-11 2023-03-31 13F UNITED RENTALS COM 911363109 10,581 1,181 12.56 4,188 25.36 0.2738
2023-02-02 2022-12-31 13F UNITED RENTALS COM 911363109 9,400 -300 -3.09 3,341 27.48 0.2237
2022-11-09 2022-09-30 13F UNITED RENTALS COM 911363109 9,700 0 0.00 2,620 11.21 0.1814
2022-08-10 2022-06-30 13F UNITED RENTALS COM 911363109 9,700 0 0.00 2,356 -31.63 0.1524
2022-05-02 2022-03-31 13F UNITED RENTALS COM 911363109 9,700 -280 -2.81 3,446 3.92 0.1829
2022-02-09 2021-12-31 13F UNITED RENTALS COM 911363109 9,980 0 0.00 3,316 -5.31 0.1635
2021-11-08 2021-09-30 13F UNITED RENTALS COM 911363109 9,980 0 0.00 3,502 9.99 0.1881
2021-08-03 2021-06-30 13F UNITED RENTALS COM 911363109 9,980 0 0.00 3,184 -3.13 0.1691
2021-05-14 2021-03-31 13F UNITED RENTALS COM 911363109 9,980 -15 -0.15 3,287 41.80 0.1851
2021-02-12 2020-12-31 13F UNITED RENTALS COM 911363109 9,995 145 1.47 2,318 34.85 0.1424
2020-11-12 2020-09-30 13F UNITED RENTALS COM 911363109 9,850 -75 -0.76 1,719 16.23 0.1387
2020-08-04 2020-06-30 13F UNITED RENTALS COM 911363109 9,925 -855 -7.93 1,479 33.36 0.1294
2020-05-06 2020-03-31 13F UNITED RENTALS COM 911363109 10,780 -1,440 -11.78 1,109 -45.58 0.1106
2020-02-05 2019-12-31 13F UNITED RENTALS COM 911363109 12,220 1,150 10.39 2,038 47.68 0.1629
2019-11-04 2019-09-30 13F UNITED RENTALS COM 911363109 11,070 -24,775 -69.12 1,380 -70.97 0.1201
2019-08-06 2019-06-30 13F UNITED RENTALS COM 911363109 35,845 24,030 203.39 4,754 252.15 0.4238
2019-05-01 2019-03-31 13F UNITED RENTALS COM 911363109 11,815 0 0.00 1,350 11.48 0.1252
2019-02-06 2018-12-31 13F UNITED RENTALS COM 911363109 11,815 -10,602 -47.29 1,211 -66.98 0.1303
2018-11-07 2018-09-30 13F UNITED RENTALS COM 911363109 22,417 -95 -0.42 3,667 10.35 0.3213
2018-08-08 2018-06-30 13F/A-1 UNITED RENTALS COM 911363109 22,512 -5,152 -18.62 3,323 -30.45 0.3412
2018-08-01 2018-06-30 13F UNITED RENTALS COM 911363109 22,512 -5,152 3,323
2018-05-07 2018-03-31 13F UNITED RENTALS COM 911363109 27,664 -13,553 -32.88 4,778 -32.57 0.4919
2018-02-09 2017-12-31 13F UNITED RENTALS COM 911363109 41,217 -22,543 -35.36 7,086 -19.90 0.6853
2017-11-06 2017-09-30 13F UNITED RENTALS COM 911363109 63,760 -10,094 -13.67 8,846 6.27 0.9495
2017-08-04 2017-06-30 13F UNITED RENTALS COM 911363109 73,854 -19,308 -20.73 8,324 -28.55 0.9329
2017-05-02 2017-03-31 13F UNITED RENTALS COM 911363109 93,162 29,073 45.36 11,650 72.16 1.3025
2017-02-03 2016-12-31 13F UNITED RENTALS COM 911363109 64,089 -38,882 -37.76 6,767 -16.27 0.8005
2016-11-07 2016-09-30 13F UNITED RENTALS COM 911363109 102,971 42,657 70.72 8,082 99.70 1.0278
2016-08-02 2016-06-30 13F UNITED RENTALS COM 911363109 60,314 60,314 0.00 4,047 0.5344
2015-08-17 2015-06-30 13F UNITED RENTALS COM 911363109 0 -14,925 -100.00 0 -100.00
2015-05-12 2015-03-31 13F UNITED RENTALS COM 911363109 14,925 14,925 0.00 1,361 0.1969
2015-02-04 2014-12-31 13F UNITED RENTALS COM 911363109 0 -2,750 -100.00 0 -100.00
2014-11-04 2014-09-30 13F UNITED RENTALS COM 911363109 2,750 -3,375 -55.10 306 -52.26 0.0505
2014-08-06 2014-06-30 13F UNITED RENTALS COM 911363109 6,125 6,125 641 0.1045
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.