Follow-The-Filings

Security · featured owners

URI Sunbelt Rentals Holdings Inc.

Industrials SHS Equity as of 2026 Q2 among managers we track

  • 14 Owners
  • #50
  • Max 10.6%
  • Master 0.38%
  • $6.5B
  • 1 new 3 add 9 reduce

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Dodge & Cox 2026 Q2 2.1% Add +3.1% 54,761,610 $4.1B history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 1.0% Reduce −10.2% 10,461,105 $783M history
Ako Capital 2026 Q2 10.6% Add +90.7% 6,074,817 $454M history
Thomas Russo - Gardner Russo & Quinn 2026 Q2 4.9% Reduce −2.5% 5,897,825 $441M history
Ruane, Cunniff & Goldfarb 2026 Q2 5.0% Reduce −22.4% 4,261,163 $319M history
Abrams Bison - Abrams Bison Investments 2026 Q2 7.5% Reduce −83.6% 2,058,758 $154M history
Pat Dorsey - Dorsey Asset Management 2026 Q2 5.5% Reduce −47.8% 1,150,578 $86M history
Thomas Gayner - Markel Group 2026 Q2 0.56% Add +1.1% 974,361 $73M history
George Soros - Soros Fund Management 2026 Q2 0.47% Reduce −5.5% 516,034 $39M history
Francois Rochon - Giverny Capital 2026 Q2 0.73% Reduce −9.0% 246,369 $22M history
Lyrical Asset Management 2026 Q2 0.17% Reduce −8.5% 174,820 $13M history
Glenn Greenberg - Brave Warrior Advisors 2026 Q2 0.04% Hold 23,762 $2M history
Christopher Bloomstran - Semper Augustus Investments Group 2026 Q2 0.02% New 0.02% 2,774 $208K history
First Eagle Investment Management 2026 Q2 <0.01% Reduce −73.9% 1,868 $136K history

14 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
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
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Jul 24, 2026 Filing Doc
4 Period Jun 30, 2026 Filing Doc
4 Period May 8, 2026 · 9 forms Filing Doc
4 Period May 4, 2026 Filing Doc
4 Period Apr 27, 2026 · 2 forms Filing Doc
4 Period Apr 24, 2026 · 2 forms Filing Doc
4 Period Mar 31, 2026 Filing Doc
4 Period Mar 4, 2026 · 7 forms Filing Doc
4 Period Mar 2, 2026 Filing Doc

Updated about 10 hours ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders

Q1 2026 Q2 2026

period archive