{
 "company": "Sunbelt Rentals Holdings",
 "ticker": "SUNB",
 "page": "https://www.moatshark.com/s/sunb",
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holders": [
  {
   "manager": "AKO Capital",
   "moatshark_slug": "ako-capital",
   "period": "2026-06-30",
   "portfolio_pct": 10.59,
   "value_usd": 454457000,
   "change": "ADD",
   "share_change_pct": 90.7,
   "quarters_held": 2
  },
  {
   "manager": "Dorsey Asset Management",
   "moatshark_slug": "dorsey-asset-management",
   "period": "2026-06-30",
   "portfolio_pct": 5.51,
   "value_usd": 86074740,
   "change": "REDUCE",
   "share_change_pct": -47.8,
   "quarters_held": 2
  },
  {
   "manager": "Ruane, Cunniff & Goldfarb (Sequoia)",
   "moatshark_slug": "ruane-cunniff-goldfarb-sequoia",
   "period": "2026-06-30",
   "portfolio_pct": 4.96,
   "value_usd": 318777604,
   "change": "REDUCE",
   "share_change_pct": -22.4,
   "quarters_held": 2
  },
  {
   "manager": "Gardner Russo & Quinn",
   "moatshark_slug": "gardner-russo-quinn",
   "period": "2026-06-30",
   "portfolio_pct": 4.94,
   "value_usd": 441216288,
   "change": "REDUCE",
   "share_change_pct": -2.5,
   "quarters_held": 2
  },
  {
   "manager": "Dodge & Cox",
   "moatshark_slug": "dodge-cox",
   "period": "2026-06-30",
   "portfolio_pct": 2.14,
   "value_usd": 4096716044,
   "change": "ADD",
   "share_change_pct": 3.1,
   "quarters_held": 2
  },
  {
   "manager": "Harris Associates (Oakmark)",
   "moatshark_slug": "harris-associates-oakmark",
   "period": "2026-06-30",
   "portfolio_pct": 1.04,
   "value_usd": 782595266,
   "change": "REDUCE",
   "share_change_pct": -10.2,
   "quarters_held": 2
  },
  {
   "manager": "Giverny Capital",
   "moatshark_slug": "giverny-capital",
   "period": "2026-06-30",
   "portfolio_pct": 0.73,
   "value_usd": 21593757,
   "change": "REDUCE",
   "share_change_pct": -9,
   "quarters_held": 2
  },
  {
   "manager": "Markel Group",
   "moatshark_slug": "markel-group",
   "period": "2026-06-30",
   "portfolio_pct": 0.56,
   "value_usd": 72891947,
   "change": "ADD",
   "share_change_pct": 1.1,
   "quarters_held": 2
  },
  {
   "manager": "Brave Warrior Advisors",
   "moatshark_slug": "brave-warrior-advisors",
   "period": "2026-06-30",
   "portfolio_pct": 0.04,
   "value_usd": 1777635,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 2
  },
  {
   "manager": "Semper Augustus",
   "moatshark_slug": "semper-augustus",
   "period": "2026-06-30",
   "portfolio_pct": 0.02,
   "value_usd": 207523,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "manager": "First Eagle Investment Management",
   "moatshark_slug": "first-eagle-investment-management",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 136145,
   "change": "REDUCE",
   "share_change_pct": -73.9,
   "quarters_held": 2
  }
 ]
}