Cwm, Llc reports 2.77% increase in ownership of URI / United Rentals, Inc.

聯合租賃公司

US ˙ NYSE ˙ US9113631090

Security	URI / United Rentals, Inc.
Institution	Cwm, Llc
Latest Disclosed Ownership	4,894 shares
Latest Disclosed Value	$ 3,565,857

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 4,894 shares of United Rentals, Inc. (US:URI) valued at $3,565,573 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 4,762 shares of United Rentals, Inc.. This represents a change in shares of 2.77% during the quarter. The current value of the position is $5,308,130 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-14	2026-03-31	13F	UNITED RENTALS	COM	911363109	4,894	132	2.77	3,566	118,733.33	0.0093
2026-01-26	2025-12-31	13F	UNITED RENTALS	COM	911363109	4,762	87	1.86	4	-25.00	0.0104
2025-10-15	2025-09-30	13F	UNITED RENTALS	COM	911363109	4,675	230	5.17	4	33.33	0.0134
2025-07-25	2025-06-30	13F	UNITED RENTALS	COM	911363109	4,445	-103	-2.26	3	50.00	0.0118
2025-05-01	2025-03-31	13F	UNITED RENTALS	COM	911363109	4,548	-26	-0.57	3	-33.33	0.0114
2025-02-04	2024-12-31	13F	UNITED RENTALS	COM	911363109	4,574	55	1.22	3	0.00	0.0134
2024-10-08	2024-09-30	13F	UNITED RENTALS	COM	911363109	4,519	48	1.07	4	50.00	0.0157
2024-07-10	2024-06-30	13F	UNITED RENTALS	COM	911363109	4,471	-266	-5.62	3	-33.33	0.0136
2024-04-05	2024-03-31	13F	UNITED RENTALS	COM	911363109	4,737	159	3.47	3	50.00	0.0166
2024-02-01	2023-12-31	13F	UNITED RENTALS	COM	911363109	4,578	-77	-1.65	3	0.00	0.0141
2023-10-11	2023-09-30	13F	UNITED RENTALS	COM	911363109	4,655	-124	-2.59	2	0.00	0.0127
2023-08-03	2023-06-30	13F	UNITED RENTALS	COM	911363109	4,779	-361	-7.02	2	0.00	0.0132
2023-05-01	2023-03-31	13F	UNITED RENTALS	COM	911363109	5,140	2,748	114.88	2		0.0137
2023-02-01	2022-12-31	13F	UNITED RENTALS	COM	911363109	2,392	-194	-7.50	1	-100.00	0.0063
2022-10-27	2022-09-30	13F	UNITED RENTALS	COM	911363109	2,586	217	9.16	699	21.57	0.0056
2022-07-28	2022-06-30	13F	UNITED RENTALS	COM	911363109	2,369	-425	-15.21	575	-42.04	0.0045
2022-04-21	2022-03-31	13F	UNITED RENTALS	COM	911363109	2,794	11	0.40	992	7.24	0.0070
2022-01-31	2021-12-31	13F	UNITED RENTALS	COM	911363109	2,783	1,817	188.10	925	200.32	0.0065
2021-09-15	2021-06-30	13F/A-1	UNITED RENTALS	COM	911363109	966	0	0.00	308	0.00	0.0025
2021-07-29	2021-06-30	13F	UNITED RENTALS	COM	911363109	966	0		308		0.0025
2021-09-15	2021-03-31	13F/A-1	UNITED RENTALS	COM	911363109	966	0	0.00	308	0.00	0.0025
2021-04-27	2021-03-31	13F	UNITED RENTALS	COM	911363109	968	2		319		0.0028
2021-09-15	2020-12-31	13F/A-1	UNITED RENTALS	COM	911363109	966	0	0.00	308	0.00	0.0025
2021-01-27	2020-12-31	13F	UNITED RENTALS	COM	911363109	944	-22		219		0.0021
2021-09-15	2020-09-30	13F/A-1	UNITED RENTALS	COM	911363109	966	0	0.00	308	0.00	0.0025
2020-10-19	2020-09-30	13F	UNITED RENTALS	COM	911363109	719	-247		125		0.0014
2021-09-15	2020-06-30	13F/A-1	UNITED RENTALS	COM	911363109	966	0	0.00	308	0.00	0.0025
2020-07-22	2020-06-30	13F	UNITED RENTALS	COM	911363109	661	-305		99		0.0012
2021-09-15	2020-03-31	13F/A-1	UNITED RENTALS	COM	911363109	966	0	0.00	308	0.00	0.0025
2020-04-28	2020-03-31	13F	UNITED RENTALS	COM	911363109	718	-248		74		0.0011
2021-09-14	2019-12-31	13F/A-1	UNITED RENTALS	COM	911363109	966	0	0.00	308	0.00	0.0025
2020-01-27	2019-12-31	13F	UNITED RENTALS	COM	911363109	861	-105		144		0.0018
2021-09-14	2019-09-30	13F/A-1	UNITED RENTALS	COM	911363109	966	0	0.00	308	0.00	0.0025
2019-10-22	2019-09-30	13F	UNITED RENTALS	COM	911363109	921	-45		115		0.0017
2021-09-14	2019-06-30	13F/A-1	UNITED RENTALS	COM	911363109	966	0	0.00	308	0.00	0.0025
2019-07-31	2019-06-30	13F	UNITED RENTALS	COM	911363109	1,208	242		160		0.0026
2021-09-02	2019-03-31	13F/A-1	UNITED RENTALS	COM	911363109	966	341	54.56	308	381.25	0.0025
2019-04-22	2019-03-31	13F	UNITED RENTALS	COM	911363109	492	-133		56		0.0011
2019-01-25	2018-12-31	13F	UNITED RENTALS	COM	911363109	625	542	653.01	64	357.14	0.0016
2018-10-29	2018-09-30	13F	UNITED RENTALS	COM	911363109	83	16	23.88	14	40.00	0.0004
2018-07-31	2018-06-30	13F	UNITED RENTALS	COM	911363109	67	-317	-82.55	10	-66.67	0.0003
2014-02-14	2013-12-31	13F	UNITED RENTALS	COM	911363109	384	-16	-4.00	30	30.43	0.0047
2013-11-14	2013-09-30	13F	UNITED RENTALS	COM	911363109	400	400		23		0.0060

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.