Robert Millen - Jensen Investment Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  United Rentals (URI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,171 0.03 Add 0.93% <0.01 $728.56 $1,581,704 SEC
2025   Q4 2,151 0.03 Reduce 27.82% 0.01 $809.32 $1,740,847 SEC
2025   Q3 2,980 0.04 Add 11.19% <0.01 $954.66 $2,844,887 SEC
2025   Q2 2,680 0.02 $753.40 $2,019,112 SEC
2025   Q1 2,680 0.02 Buy 0.02 $626.70 $1,679,556 SEC
2024   Q4 0 0.00 Sell 100.00% 0.03 SEC
2024   Q3 4,650 0.03 $809.73 $3,765,245 SEC
2024   Q2 4,650 0.02 $646.73 $3,007,295 SEC
2024   Q1 4,650 0.03 Reduce 37.08% 0.01 $721.11 $3,353,162 SEC
2023   Q4 7,390 0.03 Reduce 12.96% <0.01 $573.42 $4,237,574 SEC
2023   Q3 8,490 0.03 Reduce 13.89% <0.01 $444.57 $3,774,399 SEC
2023   Q2 9,860 0.03 Reduce 3.14% <0.01 $445.37 $4,391,348 SEC
2023   Q1 10,180 0.03 Reduce 14.02% <0.01 $386.20 $3,931,516 SEC
2022   Q4 11,840 0.03 Reduce 11.24% <0.01 $355.42 $4,208,173 SEC
2022   Q3 13,340 0.03 $270.09 $3,603,000 SEC
2022   Q2 13,340 0.03 $242.88 $3,240,000 SEC
2022   Q1 13,340 0.04 Add 100.00% 0.02 $355.25 $4,739,000 SEC
2021   Q4 6,670 0.02 Add 52.63% <0.01 $332.23 $2,216,000 SEC
2021   Q3 4,370 0.01 Buy 0.01 $351.03 $1,534,000 SEC