Joel Greenblatt's URI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 13,080 shares of United Rentals, Inc. (URI) worth $10.59 M, representing 0.04% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in URI, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 559,604 shares. Largest reduction occurred in Q3 2015, reducing 423,969 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's United Rentals (URI) Holding Value Over Time
Track share changes against reported price movement
Quarterly United Rentals (URI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -4,248 | Reduce 24.52% | 13,080 | $809.32 |
| Q3 2025 | +3,719 | Add 27.33% | 17,328 | $954.66 |
| Q2 2025 | +8,628 | Add 173.22% | 13,609 | $753.40 |
| Q1 2025 | -3,699 | Reduce 42.62% | 4,981 | $626.70 |
| Q4 2024 | -2,688 | Reduce 23.65% | 8,680 | $704.44 |
| Q3 2024 | -10,441 | Reduce 47.87% | 11,368 | $809.73 |
| Q2 2024 | +6,026 | Add 38.18% | 21,809 | $646.73 |
| Q1 2024 | +12,869 | Add 441.63% | 15,783 | $721.11 |
| Q4 2023 | -443 | Reduce 13.20% | 2,914 | $573.42 |
| Q3 2023 | -296 | Reduce 8.10% | 3,357 | $444.57 |
| Q2 2023 | -941 | Reduce 20.48% | 3,653 | $445.37 |
| Q1 2023 | -1,363 | Reduce 22.88% | 4,594 | $395.76 |
| Q4 2022 | -10,027 | Reduce 62.73% | 5,957 | $355.42 |
| Q3 2022 | +7,492 | Add 88.22% | 15,984 | $270.15 |
| Q2 2022 | +6,194 | Add 269.54% | 8,492 | $242.93 |
| Q1 2022 | -49 | Reduce 2.09% | 2,298 | $355.09 |
| Q4 2021 | -169 | Reduce 6.72% | 2,347 | $332.34 |
| Q3 2021 | -24,119 | Reduce 90.55% | 2,516 | $350.95 |
| Q2 2021 | -3,943 | Reduce 12.89% | 26,635 | $319.02 |
| Q1 2021 | -23,296 | Reduce 43.24% | 30,578 | $329.32 |
| Q4 2020 | -8,095 | Reduce 13.06% | 53,874 | $231.91 |
| Q3 2020 | -18,224 | Reduce 22.73% | 61,969 | $174.51 |
| Q2 2020 | +1,073 | Add 1.36% | 80,193 | $149.04 |
| Q1 2020 | +10,295 | Add 14.96% | 79,120 | $102.89 |
| Q4 2019 | +4,805 | Add 7.51% | 68,825 | $166.77 |
| Q3 2019 | +21,631 | Add 51.03% | 64,020 | $124.63 |
| Q2 2019 | +42,389 | New Buy | 42,389 | $132.63 |
| Q4 2018 | -155,182 | Sold Out | 0 | $0.00 |
| Q3 2018 | +76,006 | Add 96.00% | 155,182 | $163.60 |
| Q2 2018 | +79,176 | New Buy | 79,176 | $147.62 |
| Q3 2017 | -377,718 | Sold Out | 0 | $0.00 |
| Q2 2017 | +247,443 | Add 189.94% | 377,718 | $112.71 |
| Q1 2017 | -12,460 | Reduce 8.73% | 130,275 | $125.05 |
| Q4 2016 | -189,783 | Reduce 57.07% | 142,735 | $105.58 |
| Q3 2016 | -413,640 | Reduce 55.44% | 332,518 | $78.49 |
| Q2 2016 | +559,604 | Add 299.97% | 746,158 | $67.10 |
| Q1 2016 | +186,554 | New Buy | 186,554 | $62.19 |
| Q3 2015 | -423,969 | Sold Out | 0 | $0.00 |
| Q2 2015 | +423,969 | New Buy | 423,969 | $87.62 |
| Q1 2015 | -111,110 | Sold Out | 0 | $0.00 |
| Q4 2014 | +111,110 | New Buy | 111,110 | $102.01 |
| Q3 2014 | -3,365 | Sold Out | 0 | $0.00 |
| Q2 2014 | -7,298 | Reduce 68.44% | 3,365 | $104.61 |
| Q1 2014 | +10,663 | New Buy | 10,663 | $94.91 |
| Q4 2013 | -79,200 | Sold Out | 0 | $0.00 |
| Q3 2013 | +79,200 | New Buy | 79,200 | $58.30 |
Joel Greenblatt's United Rentals Investment FAQs
Joel Greenblatt first purchased United Rentals, Inc. (URI) in Q3 2013, acquiring 79,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held United Rentals, Inc. (URI) for 46 quarters since Q3 2013.
Joel Greenblatt's largest addition to United Rentals, Inc. (URI) was in Q2 2016, adding 746,158 shares worth $50.07 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 13,080 shares of United Rentals, Inc. (URI), valued at approximately $10.59 M.
As of the Q4 2025 filing, United Rentals, Inc. (URI) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in United Rentals, Inc. (URI) was 746,158 shares, as reported at the end of Q2 2016.