SEC 13F Intelligence

Renaissance Investment Group LLC / URI

Renaissance Investment Group LLC’s United Rentals Inc Position

Does Renaissance Investment Group LLC own United Rentals Inc (URI)? Yes — 17.4K shares worth $20M (+3.88% of its 13F portfolio) as of Q2 2026, down from 17.6K shares the prior filed quarter.

Position Value
$20M
Q2 2026
Shares
17.4K
% of Portfolio
+3.88%
Quarters Held
23
currently held

Position History URI

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $7MQ3 ’21Q4 ’21: $7MQ1 ’22: $7MQ2 ’22: $5MQ2 ’22Q3 ’22: $6MQ4 ’22: $8MQ1 ’23: $9MQ1 ’23Q2 ’23: $10MQ3 ’23: $10MQ4 ’23: $13MQ4 ’23Q1 ’24: $15MQ2 ’24: $14MQ3 ’24: $17MQ3 ’24Q4 ’24: $14MQ1 ’25: $12MQ2 ’25: $14MQ2 ’25Q3 ’25: $18MQ4 ’25: $14MQ1 ’26: $13MQ1 ’26Q2 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202617.4K$20M+3.88%
Q1 202617.6K$13M+2.75%
Q4 202517.8K$14M+2.90%
Q3 202518.7K$18M+3.61%
Q2 202519.1K$14M+3.12%
Q1 202519.1K$12M+2.91%
Q4 202420.5K$14M+3.05%
Q3 202421.0K$17M+3.54%
Q2 202421.5K$14M+2.94%
Q1 202421.4K$15M+3.54%
Q4 202322.2K$13M+3.17%
Q3 202322.0K$10M+2.72%
Q2 202322.0K$10M+2.57%
Q1 202321.9K$9M+2.44%
Q4 202222.2K$8M+2.35%
Q3 202221.5K$6M+1.95%
Q2 202220.6K$5M+1.63%
Q1 202222.1K$7M+1.98%
Q4 202120.7K$7M+1.63%
Q3 202119.8K$7M+1.78%
Q2 202118.9K$6M+1.55%
Q1 202118.4K$6M+1.67%
Q4 20209.7K$2M+0.66%

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