Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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 2,171 0.03 Add 0.93% <0.01 $701.59–961.19 · VW $812.73i $1,581,704 SEC
2025   Q4 2,151 0.03 Reduce 27.82% 0.01 $769.88–1,021.47 · VW $846.78i $1,740,847 SEC
2025   Q3 2,980 0.04 Add 11.19% <0.01 $745.04–980.53 · VW $897.53i $2,844,887 SEC
2025   Q2 2,680 0.02 $753.40 $2,019,112 SEC
2025   Q1 2,680 0.02 Buy 0.02 $585.27–795.30 · VW $677.35i $1,679,556 SEC
2024   Q4 0 0.00 Sell 100.00% 0.03 $696.17–896.98 · VW $808.89i SEC
2024   Q3 4,650 0.03 $809.73 $3,765,245 SEC
2024   Q2 4,650 0.02 $646.73 $3,007,295 SEC
2024   Q1 4,650 0.03 Reduce 37.08% 0.01 $533.70–732.37 · VW $651.56i $3,353,162 SEC
2023   Q4 7,390 0.03 Reduce 12.96% <0.01 $387.01–585.50 · VW $467.36i $4,237,574 SEC
2023   Q3 8,490 0.03 Reduce 13.89% <0.01 $413.60–492.33 · VW $458.74i $3,774,399 SEC
2023   Q2 9,860 0.03 Reduce 3.14% <0.01 $325.15–448.45 · VW $373.58i $4,391,348 SEC
2023   Q1 10,180 0.03 Reduce 14.02% <0.01 $352.19–481.99 · VW $424.07i $3,931,516 SEC
2022   Q4 11,840 0.03 Reduce 11.24% <0.01 $260.97–373.91 · VW $331.48i $4,208,173 SEC
2022   Q3 13,340 0.03 $270.09 $3,603,000 SEC
2022   Q2 13,340 0.03 $242.88 $3,240,000 SEC
2022   Q1 13,340 0.04 Add 100.00% 0.02 $286.86–368.61 · VW $325.10i $4,739,000 SEC
2021   Q4 6,670 0.02 Add 52.63% <0.01 $315.00–414.99 · VW $354.60i $2,216,000 SEC
2021   Q3 4,370 0.01 Buy 0.01 $291.39–369.22 · VW $335.46i $1,534,000 SEC
Price snapshot:
Current price$1,085.34
Avg. buy price$660.35
+/- since buy64.36%
52-week low$700.14
52-week high$1,143.69