Cliff Asness's URI Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 34,529 shares of United Rentals, Inc. (URI) worth $27.94 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in URI, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2017, adding 879,133 shares. Largest reduction occurred in Q1 2018, reducing 1.03 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's United Rentals (URI) Holding Value Over Time
Track share changes against reported price movement
Quarterly United Rentals (URI) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +4,469 | Add 14.87% | 34,529 | $809.31 |
| Q3 2025 | +2,256 | Add 8.11% | 30,060 | $948.32 |
| Q2 2025 | -1,244 | Reduce 4.28% | 27,804 | $753.40 |
| Q1 2025 | -740 | Reduce 2.48% | 29,048 | $608.50 |
| Q4 2024 | -7,167 | Reduce 19.39% | 29,788 | $704.43 |
| Q3 2024 | -25,921 | Reduce 41.23% | 36,955 | $804.12 |
| Q2 2024 | +8,926 | Add 16.54% | 62,876 | $646.73 |
| Q1 2024 | -6,491 | Reduce 10.74% | 53,950 | $721.12 |
| Q4 2023 | -16,936 | Reduce 21.89% | 60,441 | $573.42 |
| Q3 2023 | -44,904 | Reduce 36.72% | 77,377 | $444.57 |
| Q2 2023 | +2,292 | Add 1.91% | 122,281 | $444.75 |
| Q1 2023 | -10,082 | Reduce 7.75% | 119,989 | $388.66 |
| Q4 2022 | +25,063 | Add 23.87% | 130,071 | $351.70 |
| Q3 2022 | -39,385 | Reduce 27.28% | 105,008 | $270.12 |
| Q2 2022 | +46,351 | Add 47.28% | 144,393 | $238.15 |
| Q1 2022 | +26,045 | Add 36.18% | 98,042 | $355.20 |
| Q4 2021 | -45,457 | Reduce 38.70% | 71,997 | $326.92 |
| Q3 2021 | -67,816 | Reduce 36.60% | 117,454 | $350.93 |
| Q2 2021 | +60,270 | Add 48.22% | 185,270 | $316.97 |
| Q1 2021 | -50,066 | Reduce 28.60% | 125,000 | $329.31 |
| Q4 2020 | -121,926 | Reduce 41.05% | 175,066 | $230.11 |
| Q3 2020 | +155,677 | Add 110.16% | 296,992 | $174.50 |
| Q2 2020 | +18,567 | Add 15.13% | 141,315 | $146.50 |
| Q1 2020 | -107,392 | Reduce 46.66% | 122,748 | $102.90 |
| Q4 2019 | +182,992 | Add 388.12% | 230,140 | $166.77 |
| Q3 2019 | -57,423 | Reduce 54.91% | 47,148 | $123.00 |
| Q2 2019 | +77,837 | Add 291.15% | 104,571 | $132.63 |
| Q1 2019 | -372,873 | Reduce 93.31% | 26,734 | $113.97 |
| Q4 2018 | -261,022 | Reduce 39.51% | 399,607 | $102.53 |
| Q3 2018 | -423,668 | Reduce 39.07% | 660,629 | $163.60 |
| Q2 2018 | -617,635 | Reduce 36.29% | 1.08 M | $150.31 |
| Q1 2018 | -1.03 M | Reduce 37.67% | 1.7 M | $172.73 |
| Q4 2017 | +687,004 | Add 33.62% | 2.73 M | $171.91 |
| Q3 2017 | +54,350 | Add 2.73% | 2.04 M | $138.74 |
| Q2 2017 | +879,133 | Add 79.21% | 1.99 M | $112.71 |
| Q1 2017 | +869,711 | Add 362.09% | 1.11 M | $125.05 |
| Q4 2016 | -56,590 | Reduce 19.07% | 240,189 | $105.58 |
| Q3 2016 | +265,608 | Add 852.10% | 296,779 | $78.49 |
| Q2 2016 | +5,274 | Add 20.37% | 31,171 | $67.11 |
| Q1 2016 | -87,968 | Reduce 77.26% | 25,897 | $62.21 |
| Q4 2015 | +53,641 | Add 89.07% | 113,865 | $72.54 |
| Q3 2015 | +19,447 | Add 47.69% | 60,224 | $60.04 |
| Q2 2015 | -52,545 | Reduce 56.31% | 40,777 | $87.62 |
| Q1 2015 | +12,207 | Add 15.05% | 93,322 | $91.16 |
| Q4 2014 | +1,686 | Add 2.12% | 81,115 | $102.02 |
| Q3 2014 | -188,560 | Reduce 70.36% | 79,429 | $111.11 |
| Q2 2014 | +8,800 | Add 3.40% | 267,989 | $104.73 |
| Q1 2014 | +182,260 | Add 236.92% | 259,189 | $94.94 |
| Q4 2013 | +25,556 | Add 49.75% | 76,929 | $77.95 |
| Q3 2013 | -32,441 | Reduce 38.71% | 51,373 | $58.30 |
| Q2 2013 | +83,814 | Add 0.00% | 83,814 | $49.91 |
| Q4 2012 | +63,912 | Add 0.00% | 63,912 | $45.52 |
Cliff Asness's United Rentals Investment FAQs
Cliff Asness first purchased United Rentals, Inc. (URI) in Q4 2012, acquiring 63,912 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held United Rentals, Inc. (URI) for 53 quarters since Q4 2012.
Cliff Asness's largest addition to United Rentals, Inc. (URI) was in Q2 2017, adding 1,989,033 shares worth $224.18 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 34,529 shares of United Rentals, Inc. (URI), valued at approximately $27.94 M.
As of the Q4 2025 filing, United Rentals, Inc. (URI) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in United Rentals, Inc. (URI) was 2,730,387 shares, as reported at the end of Q4 2017.