TCM
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Thames Capital Management’s United Rentals URI Stock Holding History

Thames 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 		– Sell
-26,964
Closed -$21.8M – 58
2025
Q4 		$21.8M Buy
+26,964
New +$23.4M 3.17% 10

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

Thames Capital Management sold out of United Rentals (URI) in Q1 2026, closing a stake of 26,964 shares — an estimated $21.8M sold.

Thames Capital Management first reported a position in URI in Q4 2025 and held it in 1 quarter. The position peaked at $21.8M in Q4 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Thames Capital Management reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
  • Thames Capital Management sold 26,964 United Rentals shares in Q1 2026, an estimated $21.8M.
  • Thames Capital Management first reported a position in United Rentals in Q4 2025 and held it in 1 quarter.
  • Thames Capital Management's United Rentals position peaked at $21.8M in Q4 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Thames Capital Management's 13F filing for Q1 2026, filed 12 May 2026.