Theleme Partners LLP’s United Rentals Inc Position
Does Theleme Partners LLP own United Rentals Inc (URI)? Not currently — the last reported position was 116.7K shares worth $67M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$67M
Q4 2023
Shares
116.7K
% of Portfolio
+3.19%
Quarters Held
12
position exited
Position History URI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 116.7K | $67M | +3.19% |
| Q3 2023 | 292.5K | $130M | +6.53% |
| Q2 2023 | 345.5K | $154M | +6.96% |
| Q1 2023 | 259.5K | $103M | +4.42% |
| Q4 2022 | 354.5K | $126M | +4.75% |
| Q4 2020 | 613.8K | $142M | +4.67% |
| Q3 2020 | 1.04M | $182M | +8.37% |
| Q2 2020 | 1.58M | $235M | +11.08% |
| Q1 2020 | 1.74M | $179M | +12.87% |
| Q4 2019 | 1.57M | $262M | +14.76% |
| Q3 2019 | 1.66M | $207M | +9.56% |
| Q2 2019 | 1.07M | $141M | +6.86% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Theleme Partners LLP’s full portfolio or all institutional holders of URI.