SEC 13F Intelligence

Sfe Investment Counsel / URI

Sfe Investment Counsel’s United Rentals Inc Position

Does Sfe Investment Counsel own United Rentals Inc (URI)? Yes — 11.0K shares worth $8M (+1.26% of its 13F portfolio) as of Q1 2026, up from 10.7K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
11.0K
% of Portfolio
+1.26%
Quarters Held
11
currently held

Position History URI

Reported value by quarter
Q3 ’23: $1MQ3 ’23Q4 ’23: $3MQ1 ’24: $5MQ1 ’24Q2 ’24: $4MQ3 ’24: $6MQ3 ’24Q4 ’24: $5MQ1 ’25: $6MQ1 ’25Q2 ’25: $8MQ3 ’25: $10MQ3 ’25Q4 ’25: $9MQ1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.0K$8M+1.26%
Q4 202510.7K$9M+1.33%
Q3 202510.5K$10M+1.60%
Q2 202511.0K$8M+1.47%
Q1 20259.1K$6M+1.14%
Q4 20247.1K$5M+1.06%
Q3 20247.1K$6M+1.20%
Q2 20246.8K$4M+0.97%
Q1 20246.7K$5M+1.09%
Q4 20234.5K$3M+0.66%
Q3 20233.1K$1M+0.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sfe Investment Counsel’s full portfolio or all institutional holders of URI.