Brandywine Global Investment Management’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$35.7M Buy
44,158
+1,638
+4% +$1.42M 0.24% 116
2025
Q3
$40.6M Sell
42,520
-53
-0.1% -$47.2K 0.28% 106
2025
Q2
$32.1M Buy
42,573
+3,026
+8% +$2.02M 0.23% 120
2025
Q1
$24.8M Buy
39,547
+570
+1% +$392K 0.18% 145
2024
Q4
$27.5M Sell
38,977
-2,045
-5% -$1.66M 0.2% 129
2024
Q3
$34.4M Buy
41,022
+1,694
+4% +$1.22M 0.23% 107
2024
Q2
$25.4M Buy
39,328
+5,607
+17% +$3.73M 0.19% 129
2024
Q1
$24.3M Sell
33,721
-432
-1% -$277K 0.18% 134
2023
Q4
$19.6M Sell
34,153
-2,527
-7% -$1.19M 0.16% 148
2023
Q3
$16.3M Sell
36,680
-2,417
-6% -$1.11M 0.14% 162
2023
Q2
$17.4M Sell
39,097
-2,882
-7% -$1.07M 0.15% 155
2023
Q1
$16.6M Sell
41,979
-4,070
-9% -$1.71M 0.13% 159
2022
Q4
$16.4M Sell
46,049
-3,661
-7% -$1.2M 0.13% 163
2022
Q3
$13.4M Sell
49,710
-1,011
-2% -$294K 0.13% 165
2022
Q2
$12.3M Sell
50,721
-3,182
-6% -$936K 0.11% 177
2022
Q1
$19.1M Sell
53,903
-2,417
-4% -$789K 0.14% 159
2021
Q4
$18.7M Sell
56,320
-794
-1% -$283K 0.13% 161
2021
Q3
$20M Sell
57,114
-4,439
-7% -$1.49M 0.15% 153
2021
Q2
$19.6M Buy
61,553
+837
+1% +$270K 0.15% 163
2021
Q1
$20M Sell
60,716
-57,221
-49% -$16.2M 0.15% 165
2020
Q4
$27.4M Buy
117,937
+4,493
+4% +$949K 0.23% 118
2020
Q3
$19.8M Buy
113,444
+46,843
+70% +$7.87M 0.19% 126
2020
Q2
$9.93M Sell
66,601
-441
-0.7% -$55.9K 0.1% 191
2020
Q1
$6.9M Buy
67,042
+1,066
+2% +$141K 0.08% 210
2019
Q4
$11.1M Sell
65,976
-7,421
-10% -$1.08M 0.08% 216
2019
Q3
$9.15M Buy
73,397
+10,365
+16% +$1.26M 0.07% 249
2019
Q2
$8.36M Buy
63,032
+62,894
+45,575% +$7.98M 0.06% 276
2019
Q1
$16K Sell
138
-13,492
-99% -$1.67M ﹤0.01% 768
2018
Q4
$1.4M Sell
13,630
-59,343
-81% -$7.15M 0.01% 531
2018
Q3
$11.9M Sell
72,973
-2,448
-3% -$381K 0.07% 217
2018
Q2
$11.1M Sell
75,421
-1,605
-2% -$262K 0.07% 218
2018
Q1
$13.3M Buy
77,026
+504
+0.7% +$89.5K 0.08% 193
2017
Q4
$13.2M Buy
76,522
+2,034
+3% +$310K 0.08% 198
2017
Q3
$10.3M Sell
74,488
-2,517
-3% -$301K 0.07% 263
2017
Q2
$8.68M Sell
77,005
-32,436
-30% -$3.62M 0.06% 305
2017
Q1
$13.7M Sell
109,441
-4,106
-4% -$499K 0.09% 206
2016
Q4
$12M Buy
113,547
+4,244
+4% +$386K 0.08% 229
2016
Q3
$8.58M Buy
109,303
+37,665
+53% +$2.89M 0.06% 302
2016
Q2
$4.81M Buy
71,638
+53,160
+288% +$3.47M 0.03% 410
2016
Q1
$1.15M Buy
18,478
+3,455
+23% +$192K 0.01% 570
2015
Q4
$1.09M Buy
15,023
+6,593
+78% +$476K 0.01% 580
2015
Q3
$507K Buy
8,430
+6,308
+297% +$438K ﹤0.01% 604
2015
Q2
$186K Buy
+2,122
New +$203K ﹤0.01% 734
2014
Q2
Sell
-153
Closed -$15K 998
2014
Q1
$15K Hold
153
﹤0.01% 875
2013
Q4
$12K Buy
153
+10
+7% +$670 ﹤0.01% 902
2013
Q3
$9K Buy
+143
New +$7.93K ﹤0.01% 917

Other funds holding URI

Brandywine Global Investment Management's URI Position: Q4 2025 in Review

Brandywine Global Investment Management increased its United Rentals (URI) stake by 3.9% in Q4 2025, buying an estimated $1.42M and bringing the position to 44,158 shares worth $35.7M. The position accounts for 0.24% of the portfolio, ranked #116.

Brandywine Global Investment Management first reported a position in URI in Q3 2013 and has held it in 46 quarters since. The position peaked at $40.6M in Q3 2025. 1,529 funds tracked by Wall St. Rank hold URI as of Q4 2025.

  • Brandywine Global Investment Management held 44,158 shares of United Rentals worth $35.7M as of Q4 2025.
  • Brandywine Global Investment Management bought 1,638 United Rentals shares in Q4 2025, an estimated $1.42M.
  • United Rentals made up 0.24% of Brandywine Global Investment Management's portfolio in Q4 2025, its #116 holding.
  • Brandywine Global Investment Management first reported a position in United Rentals in Q3 2013 and has held it in 46 quarters since.
  • Brandywine Global Investment Management's United Rentals position peaked at $40.6M in Q3 2025.
  • 1,529 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.