SEC 13F Intelligence

Sycomore Asset Management / URI

Sycomore Asset Management’s United Rentals Inc Position

Does Sycomore Asset Management own United Rentals Inc (URI)? Yes — 14.1K shares worth $11M (+1.57% of its 13F portfolio) as of Q1 2026.

Position Value
$11M
Q1 2026
Shares
14.1K
% of Portfolio
+1.57%
Quarters Held
19
currently held

Position History URI

Reported value by quarter
Q3 ’21: $6MQ3 ’21Q4 ’21: $5MQ1 ’22: $6MQ2 ’22: $54,000Q2 ’22Q3 ’22: $72,000Q4 ’22: $121,000Q1 ’23: $32,000Q1 ’23Q2 ’23: $108,000Q3 ’23: $157,000Q4 ’23: $1MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $6MQ3 ’24Q4 ’24: $11MQ1 ’25: $11MQ2 ’25: $11MQ2 ’25Q3 ’25: $11MQ4 ’25: $11MQ1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.1K$11M+1.57%
Q4 202514.1K$11M+1.87%
Q3 202514.1K$11M+1.88%
Q2 202514.1K$11M+1.75%
Q1 202514.1K$11M+1.60%
Q4 202414.1K$11M+1.61%
Q3 20247.9K$6M+1.06%
Q2 20246.5K$4M+0.72%
Q1 20246.0K$4M+0.88%
Q4 20232.0K$1M+0.25%
Q3 2023363$157,000+0.04%
Q2 2023250$108,000+0.03%
Q1 202387$32,000+0.01%
Q4 2022341$121,000+0.03%
Q3 2022276$72,000+0.02%
Q2 2022218$54,000+0.01%
Q1 202216.8K$6M+1.07%
Q4 202115.7K$5M+0.81%
Q3 202115.2K$6M+0.81%

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