David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  United Rentals, Inc. (URI)
← All URI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 25,192 3.79 Reduce 4.99% 0.20 $701.59–961.19 · VW $812.73i $18,353,536 SEC
2025   Q4 26,514 4.01 Reduce 1.53% 0.07 $769.88–1,021.47 · VW $846.78i $21,458,648 SEC
2025   Q3 26,925 4.69 Add 3.31% 0.15 $745.04–980.53 · VW $897.53i $25,704,517 SEC
2025   Q2 26,063 4.39 Add 4.97% 0.21 $525.91–758.33 · VW $661.13i $22,637,730 SEC
2025   Q1 24,829 3.57 Buy 3.57 $585.27–795.30 · VW $677.35i $17,711,838 SEC
Price snapshot:
Current price$1,085.34
Avg. buy price$728.19
+/- since buy49.05%
52-week low$700.14
52-week high$1,143.69