Ronald Muhlenkamp's URI Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 15,523 shares of United Rentals, Inc. (URI) worth $14.82 M, representing 4.03% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Ronald Muhlenkamp has maintained a strategic position in URI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 289 shares. Largest reduction occurred in Q1 2025, reducing 7 shares.
Analysis based on 13F filings available since 2013 Q2
Ronald Muhlenkamp's United Rentals (URI) Holding Value Over Time
Track share changes against reported price movement
Quarterly United Rentals (URI) Trades by Ronald Muhlenkamp
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2023 | +14,823 | New Buy | 14,823 | $444.57 |
| Q4 2023 | +217 | Add 1.46% | 15,040 | $573.42 |
| Q1 2024 | +289 | Add 1.92% | 15,329 | $721.11 |
| Q2 2024 | +2 | Add 0.01% | 15,331 | $646.73 |
| Q3 2024 | +5 | Add 0.03% | 15,336 | $809.71 |
| Q4 2024 | +39 | Add 0.25% | 15,375 | $704.42 |
| Q1 2025 | -7 | Reduce 0.05% | 15,368 | $626.69 |
| Q2 2025 | +159 | Add 1.03% | 15,527 | $753.38 |
| Q3 2025 | -4 | Reduce 0.03% | 15,523 | $954.64 |
Ronald Muhlenkamp's United Rentals Investment FAQs
Ronald Muhlenkamp first purchased United Rentals, Inc. (URI) in Q3 2023, acquiring 14,823 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp has held United Rentals, Inc. (URI) for 9 quarters since Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp's largest addition to United Rentals, Inc. (URI) was in Q3 2023, adding 14,823 shares worth $6.59 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ronald Muhlenkamp's firm, Muhlenkamp & Co INC, owns 15,523 shares of United Rentals, Inc. (URI), valued at approximately $14.82 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, United Rentals, Inc. (URI) represents approximately 4.03% of Ronald Muhlenkamp's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp's peak holding in United Rentals, Inc. (URI) was 15,527 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.