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SUNB - Sunbelt Rentals Holdings, Inc.

This page shows which of the focused investors we track hold SUNB and how their positions changed, so you can see how much conviction the group has in the stock.

In Q2 2026 it was held by 12 managers with an aggregate reported value of $6.43B, which is 0.56% of the combined portfolio.

As of Q2 2026, 12 tracked institutional managers held SUNB (Sunbelt Rentals Holdings, Inc.) with an aggregate reported value of $6.43B0.56% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2026
Ticker
SUNB

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Dodge & Cox - Dodge & Cox2.14%Add +3.1%54,761,610$4.1B
2Bill Nygren - Oakmark Funds1.04%Reduce -10.2%10,461,105$782.6M
3AKO Capital - AKO Capital10.59%Add +90.7%6,074,817$454.46M
4Thomas Russo - Gardner Russo & Quinn4.94%Reduce -2.5%5,897,825$441.22M
5Ruane Cunniff LP - Ruane Cunniff LP4.96%Reduce -22.4%4,261,163$318.78M
6Abrams Bison Investments - Abrams Bison Investments7.52%Reduce -83.6%2,058,758$154.02M
7Pat Dorsey - Dorsey Asset Management5.51%Reduce -47.8%1,150,578$86.07M
8Thomas Gayner - Markel Asset Management0.56%Add +1.1%974,361$72.89M
9Francois Rochon - Giverny Capital0.73%Reduce -9.0%246,369$21.59M
10Glenn Greenberg - Brave Warrior Advisors0.04%-23,762$1.78M
11Christopher Bloomstran - Semper Augustus0.02%New2,774$207.52K
12First Eagle - First Eagle Investment Management0.00%Reduce -73.9%1,868$136.15K
Loading holder history for SUNB