Glenn Greenberg - Brave Warrior Advisors,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $4,040,158,246
Holdings Activity Buys Sells    History
Holding/activity history for  United Rentals (URI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q4 0 0.00 Sell 100.00% 4.65 SEC
2023   Q3 418,615 4.65 Reduce 20.09% 1.24 $444.57 $186,103,671 SEC
2023   Q2 523,827 6.16 Add 18.84% 0.98 $445.37 $233,296,831 SEC
2023   Q1 440,771 5.40 Reduce 0.45% 0.02 $395.76 $174,439,531 SEC
2022   Q4 442,750 4.96 Reduce 1.97% 0.08 $355.42 $157,362,205 SEC
2022   Q3 451,639 4.22 Add 0.02% <0.01 $270.12 $121,997,000 SEC
2022   Q2 451,549 3.77 Add 83.25% 1.71 $242.91 $109,686,000 SEC
2022   Q1 246,418 2.58 Buy 2.58 $355.21 $87,530,000 SEC