s13ga_020912-unirentalsna.htm
 
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C.  20549
 
SCHEDULE 13G
 
Under the Securities Exchange Act of 1934
 
(Amendment No. 1)
 
UNITED RENTALS (NORTH AMERICA), INC.
(Name of Issuer)
 
Common Stock
(Title of Class of Securities)
 
911363109
(CUSIP Number)
 
December 31, 2011
(Date of Event which requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

o Rule 13d-1(b)
x Rule 13d-1(c)
o Rule 13d-1(d)

*The remainder of this cover page shall be filed out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

 

Page 2 of 9 Pages



SCHEDULE 13G

 
CUSIP No. 911363109
   
 
 


 
1
 
NAME OF REPORTING PERSON
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON (ENTITIES ONLY)
Bridger Management, LLC
 
 
2
 
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) o
(b) x
 
3
 
SEC USE ONLY
 
 
4
 
CITIZENSHIP OR PLACE OF ORGANIZATION
 
Delaware
 
 
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
 
5
 
SOLE VOTING POWER
 
0
 
6
 
SHARED VOTING POWER
 
3,711,283
 
7
 
SOLE DISPOSITIVE POWER
 
0
 
8
 
SHARED DISPOSITIVE POWER
 
3,711,283
 
9
 
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
3,711,283
 
10
 
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* o
 
 
11
 
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
 
5.9%
 
12
 
TYPE OF REPORTING PERSON*
 
OO


 

Page 3 of 9 Pages



SCHEDULE 13G

 
CUSIP No. 911363109
   
 
 


 
1
 
NAME OF REPORTING PERSON
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON (ENTITIES ONLY)
Roberto Mignone
 
 
2
 
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) o
(b) x
 
3
 
SEC USE ONLY
 
 
4
 
CITIZENSHIP OR PLACE OF ORGANIZATION
 
United States
 
 
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
 
5
 
SOLE VOTING POWER
 
0
 
6
 
SHARED VOTING POWER
 
3,711,283
 
7
 
SOLE DISPOSITIVE POWER
 
0
 
8
 
SHARED DISPOSITIVE POWER
 
3,711,283
 
9
 
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
3,711,283
 
10
 
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* o
 
 
11
 
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
 
5.9%
 
12
 
TYPE OF REPORTING PERSON*
 
IN


 

Page 4 of 9 Pages


 
 
Item 1(a).
Name of Issuer:  United Rentals (North America), Inc.

Item 1(b).
Address of Issuer’s Principal Executive Offices:
Five Greenwich Office Park,
Greenwich, Connecticut, 06831, United States

Item 2(a, b, c).
Name of Persons Filing, Address of Principal Business Office, Citizenship:

 
Bridger Management, LLC, a Delaware limited liability company, 90 Park Avenue – 40th Floor, New York, NY 10016
Mr. Roberto Mignone (“Mr. Mignone”), 90 Park Avenue – 40th Floor, New York, NY 10016.  Mr. Mignone is a United States citizen.

Item 2(d).
Title of Class of Securities:  Common Stock, $0.01 par value per share (the “Common Stock”)

Item 2(e).
CUSIP Number:  911363109

Item 3.
Not Applicable.

Item 4.
Ownership.

1.
Bridger Management, LLC:
   
 
(a)
Amount beneficially owned: 3,711,283 shares
 
(b)
Percent of class: 5.9%.  The percentage of Common Stock reported as beneficially owned is based upon 62,877,530 shares of common stock outstanding as reported by the Issuer on its Annual Report on Form 10-K for the period ended December 31, 2011.
 
(c)
Number of shares as to which such person has:
   
(i)
Sole power to vote or to direct the vote: 0
   
(ii)
Shared power to vote or to direct the vote: 3,711,283 shares
   
(iii)
Sole power to dispose or to direct the disposition of: 0
   
(iv)
Shared power to dispose or to direct the disposition of: 3,711,283 shares


 

Page 5 of 9 Pages


 

2.
Roberto Mignone
   
 
(a)
Amount beneficially owned: 3,711,283 shares
 
(b)
Percent of class (determined as set forth in paragraph 1(b) of this Item 4): 5.9%
 
(c)
Number of shares as to which such person has:
   
(i)
Sole power to vote or to direct the vote: 0
   
(ii)
Shared power to vote or to direct the vote: 3,711,283 shares
   
(iii)
Sole power to dispose or to direct the disposition of: 0
   
(iv)
Shared power to dispose or to direct the disposition of: 3,711,283 shares

The Common Stock reported herein is beneficially owned as a result of the purchase of such shares by certain accounts managed by Bridger Management, LLC.  Mr. Mignone is the managing member of Bridger Management, LLC.

Item 5.
Ownership of Five Percent or less of a Class:

 
If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following [   ].

Item 6.
Ownership of More than Five Percent on Behalf of Another Person.

 
The Common Stock reported herein is held by certain accounts managed by Bridger Management, LLC.  No such interest relates to more than 5% of the class.

Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company or Control Person.

 
Not Applicable.

Item 8.
Identification and Classification of Members of the Group.

 
Not Applicable.

Item 9.
Notice of Dissolution of Group.

 
Not Applicable.


 

Page 6 of 9 Pages



 
Item 10.
Certification.

 
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.


[Signature Page Follows:]

 

Page 7 of 9 Pages


 

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

DATED:  February 14, 2012

 
BRIDGER MANAGEMENT LLC
 
 
 
By:
/s/ Roberto Mignone
 
Roberto Mignone, Managing Member
 
 
 
 
/s/ Roberto Mignone
 
Roberto Mignone, Individually


 

Page 8 of 9 Pages


 
 
EXHIBIT INDEX

Exhibit I:                      Joint Filing Statement Pursuant to Rule 13d-1(k)


 

Page 9 of 9 Pages



 
 
Exhibit I

JOINT FILING STATEMENT

PURSUANT TO RULE 13d-1(k)


The undersigned acknowledge and agree that the foregoing statement on Schedule 13G, is filed on behalf of each of the undersigned and that all subsequent amendments to this statement on Schedule 13G, shall be filed on behalf of each of the undersigned without the necessity of filing additional joint acquisition statements. The undersigned acknowledge that each shall be responsible for the timely filing of such amendments, and for the completeness and accuracy of the information concerning him or it contained therein, but shall not be responsible for the completeness and accuracy of the information concerning the others, except to the extent that he or it knows or has reason to believe that such information is inaccurate.

DATED:  February 14, 2012

 
BRIDGER MANAGEMENT LLC
 
 
 
By:
/s/ Roberto Mignone
 
Roberto Mignone, Managing Member
 
 
 
 
/s/ Roberto Mignone
 
Roberto Mignone, Individually