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Here’s Wedgewood Partners’ Investment Thesis for United Rentals (URI)

Wedgewood Partners, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, Wedgewood Composite’s net return was -6.3% compared to the Standard & Poor’s -4.3%, the Russell 1000 Growth Index’s -10.0% and the Russell 1000 Value Index’s 2.1% return for the same [...]

Wedgewood Partners, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, Wedgewood Composite’s net return was -6.

3% compared to the Standard & Poor’s -4.3%, the Russell 1000 Growth Index’s -10.0% and the Russell 1000 Value Index’s 2.

1% return for the same [...

].