SEC 13F Intelligence

Woodson Capital Management, LP / URI

Woodson Capital Management, LP’s United Rentals Inc Position

Does Woodson Capital Management, LP own United Rentals Inc (URI)? Not currently — the last reported position was 20.0K shares worth $11M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q4 2023
Shares
20.0K
% of Portfolio
+2.36%
Quarters Held
3
position exited

Position History URI

Reported value by quarter
Q2 ’23: $11MQ2 ’23Q3 ’23: $8MQ3 ’23Q4 ’23: $11MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202320.0K$11M+2.36%
Q3 202317.0K$8M+1.47%
Q2 202323.6K$11M+1.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Woodson Capital Management, LP’s full portfolio or all institutional holders of URI.