Sunbelt Rentals Holdings

SUNB

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding

In their latest 13F (Q3 2026)

See who

Value held

$6.3bn

Combined value at quarter end

Last quarter

4 bought

6 sold or trimmed

Fund portfolios

Funds holding it

See which

Price at Q2 ’26 end

$74.81

+14.9% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+14.9%Q2 ’26

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

0Q4 ’23

0Q1 ’24

0Q2 ’24

0Q3 ’24

0Q4 ’24

0Q1 ’25

0Q2 ’25

0Q3 ’25

0Q4 ’25

10Q1 ’26

11Q2 ’26

0Q3 ’26

Counts the managers on this site whose 13F for that quarter includes Sunbelt Rentals Holdings.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Sunbelt Rentals Holdings

AKO Capital	10.6%$454m	$454m	Added +91%	2 qtrs
Dorsey Asset Management	5.5%$86.1m	$86.1m	Trimmed -48%	2 qtrs
Ruane, Cunniff & Goldfarb (Sequoia)	5.0%$319m	$319m	Trimmed -22%	2 qtrs
Gardner Russo & Quinn	4.9%$441m	$441m	Trimmed -2.5%	2 qtrs
Dodge & Cox	2.1%$4.1bn	$4.1bn	Added +3.1%	2 qtrs
Harris Associates (Oakmark)	1.0%$783m	$783m	Trimmed -10%	2 qtrs
Giverny Capital	0.7%$21.6m	$21.6m	Trimmed -9.0%	2 qtrs
Markel Group	0.6%$72.9m	$72.9m	Added +1.1%	2 qtrs
Brave Warrior Advisors	0.0%$1.8m	$1.8m	Unchanged	2 qtrs
Semper Augustus	0.0%$208k	$208k	New	1 qtr
First Eagle Investment Management	0.0%$136k	$136k	Trimmed -74%	2 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works

From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.

Sort by

Insider purchases and sales of Sunbelt Rentals Holdings
		Bought or sold				Filing
1 Oct 2026	Horgan KyleExecutive VP, Specialty	▲ Bought	25.417	$73.30	$2k	Form 4

About the company

Sector: Industrials · Services-Equipment Rental & Leasing, Nec
Incorporated in: Delaware
Financial year ends: 30 April
Shares outstanding: 410m at 4 Sep 2026
SEC filings: Annual reports and other filings on EDGAR

Revenue and profit

$11bnApr ’24

$11bnApr ’25

$11bnApr ’26

Sunbelt Rentals Holdings revenue and net income by year
Year	Revenue	Net income
Year to Apr 2026	$11bn	$1k
Year to Apr 2025	$11bn	$1.6bn
Year to Apr 2024	$11bn	$1.6bn

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold Sunbelt Rentals Holdings, from their latest N-PORT filings.

Funds holding Sunbelt Rentals Holdings

Oakmark Global Select FundHarris Associates (Oakmark)	4.0%	$33.1m	30 Jun 2026
Sequoia FundRuane, Cunniff & Goldfarb (Sequoia)	3.4%	$122m	30 Jun 2026
Oakmark Global FundHarris Associates (Oakmark)	2.9%	$31.6m	30 Jun 2026
Oakmark International FundHarris Associates (Oakmark)	2.8%	$342m	30 Jun 2026
Dodge & Cox Global Stock FundDodge & Cox	1.5%	$200m	30 Jun 2026
Dodge & Cox International Stock FundDodge & Cox	1.5%	$1.0bn	30 Jun 2026