SEC 13F Intelligence

Soapstone Management L.P. / URI

Soapstone Management L.P.’s United Rentals Inc Position

Does Soapstone Management L.P. own United Rentals Inc (URI)? Not currently — the last reported position was 18.5K shares worth $4M in Q4 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2020
Shares
18.5K
% of Portfolio
+1.85%
Quarters Held
6
position exited

Position History URI

Reported value by quarter
Q3 ’19: $4MQ3 ’19Q4 ’19: $5MQ4 ’19Q1 ’20: $7MQ1 ’20Q2 ’20: $4MQ2 ’20Q3 ’20: $4MQ3 ’20Q4 ’20: $4MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202018.5K$4M+1.85%
Q3 202021.3K$4M+1.82%
Q2 202025.0K$4M+2.15%
Q1 202069.1K$7M+6.13%
Q4 201928.5K$5M+3.02%
Q3 201930.0K$4M+2.04%

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