Which hedge funds own URI? UNITED RENTALS INC, Q2 2026 13F holders
68 tracked hedge funds disclosed a position in URI (UNITED RENTALS INC) in their Q2 2026 13F filings, worth $1.8bn in total. The largest holder by portfolio weight is Triveni Capital Investments LP at 5.7% of its book. 24 opened a new position this quarter: Triveni Capital Investments LP, Avalon Global Asset Management LLC, Albar Capital Partners LLP, No Street GP LP. 34 exited: Keystone Investors Pte Ltd, Entropy Technologies, LP, Jupiter Asset Management Ltd.
- 68
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 24
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 34
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $271m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $206m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.8bn
- Combined value Sum of the holders' reported positions in the security.
- 5.5%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
Ownership over time
Who discovered URI first? Beta
The run: Q1 2020 → Q2 2026, ×11
| Theleme Partners LLP high conviction | Q2 2019 | 14.6% | +12.0 pts |
| Columbus Hill Capital Management, L.P. high conviction | Q1 2019 | 2.7% | +9.1 pts |
| Soapstone Management L.P. high conviction | Q3 2019 | 6.1% | +3.2 pts |
| Electron Capital Partners, LLC high conviction | Q1 2020 | 5.7% | +2.6 pts |
| Glenview Capital Management, LLC | Q1 2020 | 1.1% | +1.2 pts |
| Pin Oak Investment Advisors Inc | Q3 2019 | 2.3% | +0.8 pts |
| Atom Investors LP | Q1 2019 | 0.8% | +0.7 pts |
| Philadelphia Financial Management of San Francisco, LLC | Q1 2020 | 1.5% | – |
| Ariose Capital Management Ltd | Q1 2020 | 1.1% | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.