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URI Sunbelt Rentals Holdings Inc.

Industrials, filed as SUNBELT RENTALS HOLDINGS INC (SHS), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2, sold by 9

  • 14 Owners
  • #50
  • Max 10.6%
  • Master 0.38%
  • $6.5B
  • 1 new 1 add 8 reduce 3 small

In 2026 Q2, 1 manager opened a position, 1 added, and 8 trimmed.

Who owns this now

Largest portfolio weights among holders, up to 10.6% (Ako Capital). Not free-float ownership.

  1. Ako Capital Add 10.6%
  2. Abrams Bison Reduce 7.5%
  3. Pat Dorsey Reduce 5.5%
  4. Ruane, Cunniff & Goldfarb Reduce 5.0%
  5. Thomas Russo Reduce 4.9%
  6. Dodge & Cox Add 2.1%

Who owns URI

Sorted by value, long equity only, as of 2026 Q2.

History
Dodge & Cox 2.1%, was 1.9% Small add +3.1% 54,761,610 $4.1B History
Bill Nygren / Oakmark, Harris Associates L P 1.0% Reduce −10.2% 10,461,105 $783M History
Ako Capital 10.6%, was 4.1% Add +90.7% 6,074,817 $454M History
Thomas Russo, Gardner Russo & Quinn 4.9% Small trim −2.5% 5,897,825 $441M History
Ruane, Cunniff & Goldfarb 5.0%, was 5.9% Reduce −22.4% 4,261,163 $319M History
Abrams Bison, Abrams Bison Investments 7.5%, was 35.4% Reduce −83.6% 2,058,758 $154M History
Pat Dorsey, Dorsey Asset Management 5.5%, was 11.4% Reduce −47.8% 1,150,578 $86M History
Thomas Gayner, Markel Group 0.56%, was 0.53% Small add +1.1% 974,361 $73M History
George Soros, Soros Fund Management 0.47% Reduce −5.5% 516,034 $39M History
Francois Rochon, Giverny Capital 0.73% Reduce −9.0% 246,369 $22M History
Lyrical Asset Management 0.17%, was 0.19% Reduce −8.5% 174,820 $13M History
Glenn Greenberg, Brave Warrior Advisors 0.04% Hold 23,762 $1.8M History
Christopher Bloomstran, Semper Augustus Investments Group 0.02% New 0.02% 2,774 $208K History
First Eagle Investment Management <0.01% Reduce −73.9% 1,868 $136K History

14 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by URI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All URI insider trades
  • $53K bought by 1 insider
  • $30.5M sold by 6 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. William E. Grace CFO
    Sale
    $1.7M 1,500 shares at $1,133.15 20% of stake
    Traded Jul 24 Filed Jul 24
    ↗
  2. Joli L. Gross SVP, Chief LGL & Sustain. Off.
    Sale
    $292K 306 shares at $954.99 5.1% of stake
    Traded Apr 27 Filed Apr 27
    ↗
  3. Craig Adam Pintoff EVP, Chief Admin. Officer
    Sale
    $2.4M 2,466 shares at $963.00 14% of stake
    Traded Apr 27 Filed Apr 27
    ↗
  4. Andrew B. Limoges VP, Controller
    Sale
    $536K 548 shares at $977.86 23% of stake
    Traded Apr 24 Filed Apr 24
    ↗
  5. Matthew John Flannery CEO
    Sale
    $22.4M 22,768 shares at $984.98 19% of stake
    Traded Apr 24 Filed Apr 24
    ↗
  6. Shiv Singh Director
    Buy
    $53K 68 shares at $783.36 +0.9% to stake
    Traded Feb 2 Filed Feb 9
    ↗
  7. William E. Grace CFO
    Sale
    $1.2M 1,498 shares at $790.89 18% of stake
    Traded Feb 3 Filed Feb 9
    ↗
  8. Michael D Durand COO
    Sale
    $2M 2,490 shares at $791.14 25% of stake
    Traded Feb 2 Filed Feb 2
    ↗

Also filed in the last 12 months, not counted as buying or selling: 38 share withholdings for taxes, 36 stock grants, and 2 sales back to the company.

Congress

8 members of Congress traded URI in the last three years: 10 buys and 10 sales. 9 members listed it in 2025 annual reports.

All Congress trades
  1. Maria Elvira Salazar R-FL-27 Partial sale $1K–$15K Sep 24 filed Oct 7
  2. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  3. Maria Elvira Salazar R-FL-27 Buy $1K–$15K Apr 24 filed May 8
  4. Maria Elvira Salazar R-FL-27 Buy $1K–$15K Mar 25 filed Apr 21
  5. Thomas R. Suozzi D-NY-3 Sell $15K–$50K Feb 18 filed Mar 17
  6. Julia Letlow R-LA-5 Sell $1K–$15K Feb 2 filed Mar 12

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
424B2 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 5.07,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated about 24 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.4B $3.59B $3.7B
Gross profit $5.81B $6.15B $6.14B
Gross margin * 171.2% 171.4% 166.3%
Net income $2.42B $2.58B $2.49B
Net margin * 71.4% 71.8% 67.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.93B $3.25B $3.61B
Total non-current assets * $22.66B $24.91B $26.26B
Total assets $25.59B $28.16B $29.87B
Total current liabilities $3.64B $3.32B $3.82B
Total non-current liabilities * $13.82B $16.22B $17.08B
Total equity $8.13B $8.62B $8.97B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $4.7B $4.55B $5.19B
Cash from investing -$2.98B -$4.15B -$3.37B
Cash from financing -$1.47B -$0.274B -$1.84B
Net change in cash $257M $94M $2M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.

Q1 2026 Q2 2026

Period archive