Valeo Financial Advisors, LLC

Position in URI — United Rentals, Inc.

CIK 1722641 CARMEL, IN

Position in URI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$551,717

+$266,851 QoQ

Shares Held

487

+24.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#990

of 1,581 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $2,294,972 across 2 Rental & Leasing Services names. URI ranks #2 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	R	Ryder System Inc	6,609	$1,743,255
2	URI	United Rentals, Inc. This page	487	$551,717

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$551,717	487	+24.6%	Shares	Sole	2026-07-08
2026-03-31	$284,866	391	-58.0%	Shares	Sole	2026-05-08
2025-12-31	$753,476	931	+2.8%	Shares	Sole	2026-02-04
2025-09-30	$864,921	906	-2.6%	Shares	Sole	2025-11-03
2025-06-30	$700,662	930	+25.3%	Shares	Sole	2025-09-12
2025-03-31	$465,011	742	+7.8%	Shares	Sole	2025-04-30
2024-12-31	$484,654	688	-2.5%	Shares	Sole	2025-01-30
2024-09-30	$571,669	706	+1.6%	Shares	Sole	2024-10-10
2024-06-30	$449,477	695	+0.9%	Shares	Sole	2024-07-10
2024-03-31	$496,844	689	-0.6%	Shares	Sole	2024-04-25
2023-12-31	$397,380	693	+12.5%	Shares	Sole	2024-01-29
2023-09-30	$273,855	616	+21.3%	Shares	Sole	2023-10-20
2023-06-30	$226,247	508	+732.8%	Shares	Sole	2023-07-14
2021-03-31	$20,087	61	+8.9%	Shares	Sole	2021-04-12
2020-12-31	$12,986	56	0.0%	Shares	Sole	2021-02-11
2020-09-30	$9,772	56	-86.7%	Shares	Sole	2020-10-28
2020-06-30	$62,596	420	+2.9%	Shares	Sole	2020-07-20
2020-03-31	$41,983	408	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.