# United Rentals (URI): value investors who own it | moatshark

6 value investors held United Rentals in their Q3 2026 13F, led by Muhlenkamp & Company, Wedgewood Partners, Markel Group, Jensen Investment Management…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Muhlenkamp & Company | 5.1% | $17.8m | Added +0.4% | 12 |
| Wedgewood Partners | 3.9% | $19.0m | Trimmed -34% | 6 |
| Markel Group | 0.3% | $35.3m | Unchanged | 12 |
| Jensen Investment Management | 0.1% | $2.2m | Trimmed -12% | 6 |
| Horizon Kinetics | 0.0% | $856k | Unchanged | 6 |
| First Eagle Investment Management | 0.0% | $471k | Added +6833% | 3 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-07-24 | Grace William E. | EVP, CFO | Sold | 1500 | $1.7m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Muhlenkamp Fund | Muhlenkamp & Company | 4.1% | $10.8m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/uri). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.