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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7718 followers
Created: 2025-05-14 19:30:20 UTC

Wedgewood Partners on United Rentals $URI US

Thesis: United Rentals is a leading player in the fragmented industrial rental equipment market, leveraging strategic acquisitions and a vast geographic footprint to dominate with a XX% market share, while benefiting from long-term demand driven by infrastructure needs.

(Extract from their Q1'25 letter)

![](https://pbs.twimg.com/media/Gq7ubszXkAAjvOO.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1922736256208756829/c:line.svg)

**Related Topics**
[longterm](/topic/longterm)
[$uri](/topic/$uri)
[stocks industrials](/topic/stocks-industrials)

[Post Link](https://x.com/StockCompil/status/1922736256208756829)