Marsico Capital Management’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.3M Hold
9,690
0.2% 53
2025
Q1
$6.07M Sell
9,690
-10,280
-51% -$6.44M 0.21% 55
2024
Q4
$14.1M Hold
19,970
0.38% 35
2024
Q3
$16.2M Buy
19,970
+13,569
+212% +$11M 0.45% 31
2024
Q2
$4.14M Buy
6,401
+1,360
+27% +$880K 0.12% 52
2024
Q1
$3.64M Buy
+5,041
New +$3.64M 0.12% 56
2023
Q2
Sell
-179,585
Closed -$71.1M 71
2023
Q1
$71.1M Sell
179,585
-29,925
-14% -$11.8M 3.33% 10
2022
Q4
$74.5M Buy
+209,510
New +$74.5M 3.85% 8
2013
Q4
Sell
-2,149,818
Closed -$125M 112
2013
Q3
$125M Sell
2,149,818
-460,268
-18% -$26.8M 0.93% 33
2013
Q2
$130M Buy
+2,610,086
New +$130M 0.82% 41