Ron Muhlenkamp - Muhlenkamp & Company
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    29
Portfolio value:    $379,789,142
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 15,603 2.99 Reduce 0.02% <0.01 $701.59–961.19 · VW $812.73i $11,367,722 SEC
2025   Q4 15,606 3.40 Add 0.53% 0.02 $769.88–1,021.47 · VW $846.78i $12,630,248 SEC
2025   Q3 15,523 4.03 Reduce 0.03% <0.01 $745.04–980.53 · VW $897.53i $14,818,824 SEC
2025   Q2 15,527 3.65 Add 1.03% 0.04 $525.91–758.33 · VW $661.13i $11,697,719 SEC
2025   Q1 15,368 3.15 Reduce 0.05% <0.01 $585.27–795.30 · VW $677.35i $9,630,929 SEC
2024   Q4 15,375 3.29 Add 0.25% <0.01 $696.17–896.98 · VW $808.89i $10,830,491 SEC
2024   Q3 15,336 3.81 Add 0.03% <0.01 $626.00–826.24 · VW $733.64i $12,417,664 SEC
2024   Q2 15,331 3.09 Add 0.01% <0.01 $596.48–722.37 · VW $660.71i $9,915,018 SEC
2024   Q1 15,329 3.21 Add 1.92% 0.06 $533.70–732.37 · VW $651.56i $11,053,895 SEC
2023   Q4 15,040 2.82 Add 1.46% 0.04 $387.01–585.50 · VW $467.36i $8,624,237 SEC
2023   Q3 14,823 2.27 Buy 2.27 $413.60–492.33 · VW $458.74i $6,589,861 SEC
Price snapshot:
Current price$1,085.34
Avg. buy price$457.35
+/- since buy137.31%
52-week low$700.14
52-week high$1,143.69