Waverton Investment Management Boosts United Rentals Holdings

Investment firm increases stake in construction equipment rental company by 2% in Q3

Published on Mar. 2, 2026

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Waverton Investment Management Ltd. boosted its stake in shares of United Rentals, Inc. (NYSE:URI) by 2.0% during the 3rd quarter, according to a recent SEC filing. The firm now owns 237,044 shares of the construction company's stock, making it the 19th largest holding in Waverton's investment portfolio.

Why it matters

United Rentals is a major player in the construction equipment rental industry, providing a wide range of machinery and tools to contractors and other customers. Waverton's increased investment signals confidence in the company's performance and growth prospects.

The details

According to the filing, Waverton Investment Management purchased an additional 4,575 shares of United Rentals during the third quarter, bringing its total position to 237,044 shares. This represents approximately 0.37% ownership of the construction company.

  • Waverton Investment Management filed the 13F report disclosing the increased stake on March 2, 2026.
  • The additional 4,575 shares were purchased during the 3rd quarter of 2025.

The players

Waverton Investment Management Ltd

A UK-based investment management firm that oversees over $20 billion in assets.

United Rentals, Inc.

A leading equipment rental company providing construction, industrial, and other machinery to customers across North America.

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The takeaway

Waverton's increased stake in United Rentals suggests the investment firm sees continued growth potential in the construction equipment rental market, which could signal positive momentum for the broader industry.