JCM
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Jag Capital Management’s United Rentals URI Stock Holding History

Jag Capital Management’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.67M Sell
9,150
-9,620
-51% -$8.08M 0.75% 34
2025
Q4 		$15.2M Buy
18,770
+12,349
+192% +$10.7M 1.65% 23
2025
Q3 		$6.13M Sell
6,421
-325
-5% -$290K 0.67% 33
2025
Q2 		$5.08M Sell
6,746
-3,163
-32% -$2.12M 0.57% 36
2025
Q1 		$6.21M Sell
9,909
-15,552
-61% -$10.7M 0.83% 31
2024
Q4 		$17.9M Sell
25,461
-5,458
-18% -$4.44M 2.5% 12
2024
Q3 		$25M Buy
30,919
+8,896
+40% +$6.4M 3.02% 8
2024
Q2 		$14.2M Buy
22,023
+15,274
+226% +$10.2M 1.95% 17
2024
Q1 		$4.87M Sell
6,749
-18
-0.3% -$11.6K 0.69% 37
2023
Q4 		$3.88M Buy
6,767
+24
+0.4% +$11.3K 0.59% 35
2023
Q3 		$3M Buy
6,743
+229
+4% +$105K 0.36% 50
2023
Q2 		$2.9M Sell
6,514
-1,949
-23% -$722K 0.34% 51
2023
Q1 		$3.35M Buy
8,463
+427
+5% +$179K 0.43% 52
2022
Q4 		$2.86M Sell
8,036
-88
-1% -$28.9K 0.41% 54
2022
Q3 		$2.19M Buy
8,124
+2
+0% +$582 0.31% 64
2022
Q2 		$1.97M Sell
8,122
-617
-7% -$182K 0.24% 71
2022
Q1 		$2.88M Sell
8,739
-80
-0.9% -$26.1K 0.28% 64
2021
Q4 		$2.93M Sell
8,819
-151
-2% -$53.8K 0.22% 63
2021
Q3 		$3.15M Sell
8,970
-112
-1% -$37.6K 0.25% 61
2021
Q2 		$2.9M Buy
9,082
+88
+1% +$28.4K 0.23% 73
2021
Q1 		$2.96M Sell
8,994
-375
-4% -$106K 0.26% 64
2020
Q4 		$2.17M Buy
9,369
+7,479
+396% +$1.58M 0.2% 75
2020
Q3 		$330K Buy
+1,890
New +$318K 0.03% 147
2018
Q4 		– Sell
-1,240
Closed -$203K – 109
2018
Q3 		$203K Buy
+1,240
New +$193K 0.03% 95

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Jag Capital Management's URI Position: Q1 2026 in Review

Jag Capital Management reduced its United Rentals (URI) stake by 51% in Q1 2026, selling an estimated $8.08M and leaving 9,150 shares worth $6.67M. The position accounts for 0.75% of the portfolio, ranked #34.

Jag Capital Management first reported a position in URI in Q3 2018 and has held it in 24 quarters since. The position peaked at $25M in Q3 2024. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Jag Capital Management held 9,150 shares of United Rentals worth $6.67M as of Q1 2026.
  • Jag Capital Management sold 9,620 United Rentals shares in Q1 2026, an estimated $8.08M.
  • United Rentals made up 0.75% of Jag Capital Management's portfolio in Q1 2026, its #34 holding.
  • Jag Capital Management first reported a position in United Rentals in Q3 2018 and has held it in 24 quarters since.
  • Jag Capital Management's United Rentals position peaked at $25M in Q3 2024.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Jag Capital Management's 13F filing for Q1 2026, filed 6 May 2026.