1
URI
UNITED RENTALS INC · Industrials
Consensus score 1/100 · #189 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-06-08
vs 50-day avg
+20.9%
21-day momentum
+14.8%
recent volume
0.91×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S3· ToppingStage Analysis · Weinstein
vs 30-wk avg
+26.7%
30-wk MA slope
+0.3%
rel. strength
+12.6
52-wk range
98%
Topping — momentum stalling at the highs; distribution risk. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
1.3%
of their portfolios
Combined value
$42M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Wedgewood Partners Quality growth | 3.8% | $18M | TRIM |
| Markel Group Concentrated | 0.2% | $23M | HOLD |
| Horizon Kinetics Franchise/inflation | 0.0% | $551K | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.