TwinBeech Capital’s United Rentals URI Stock Holding History

TwinBeech Capital’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	-17,538	Closed	-$14.2M	–	840
2025 Q4	$14.2M	Buy	+17,538	New	+$15.2M	1.01%	9
2025 Q1	–	Sell	-98,848	Closed	-$69.6M	–	987
2024 Q4	$69.6M	Buy	+98,848	New	+$80.3M	1.19%	7
2024 Q2	–	Sell	-7,827	Closed	-$5.64M	–	798
2024 Q1	$5.64M	Buy	+7,827	New	+$5.02M	0.12%	192
2023 Q2	–	Sell	-100,488	Closed	-$39.8M	–	874
2023 Q1	$39.8M	Buy	+100,488	New	+$42.2M	0.81%	25
2022 Q4	–	Sell	-6,168	Closed	-$1.67M	–	953
2022 Q3	$1.67M	Buy	+6,168	New	+$1.8M	0.04%	377
2022 Q2	–	Sell	-939	Closed	-$334K	–	743
2022 Q1	$334K	Sell	939 -41,526	-98%	-$13.6M	0.01%	423
2021 Q4	$14.1M	Buy	+42,465	New	+$15.1M	0.8%	25
2021 Q1	–	Sell	-1,194	Closed	-$277K	–	685
2020 Q4	$277K	Buy	+1,194	New	+$252K	0.05%	372
2020 Q1	–	Sell	-9,377	Closed	-$1.56M	–	487
2019 Q4	$1.56M	Buy	+9,377	New	+$1.36M	0.45%	60

Other funds holding URI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TwinBeech Capital's URI Position: Q1 2026 in Review

TwinBeech Capital sold out of United Rentals (URI) in Q1 2026, closing a stake of 17,538 shares — an estimated $14.2M sold.

TwinBeech Capital first reported a position in URI in Q4 2019 and held it in 9 quarters. The position peaked at $69.6M in Q4 2024. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

TwinBeech Capital reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 17,538 United Rentals shares in Q1 2026, an estimated $14.2M.
TwinBeech Capital first reported a position in United Rentals in Q4 2019 and held it in 9 quarters.
TwinBeech Capital's United Rentals position peaked at $69.6M in Q4 2024.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.