# Sunbelt Rentals Holdings (SUNB): value investors who own it

11 value investors held Sunbelt Rentals Holdings in their Q3 2026 13F, led by AKO Capital, Dorsey Asset Management, Ruane, Cunniff & Goldfarb (Sequoia)…

## 13F holders

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

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-01 | Horgan Kyle | Executive VP, Specialty | Bought | 25.417 | $2k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Oakmark Global Select Fund | Harris Associates (Oakmark) | 4.0% | $33.1m | 2026-06-30 |
| Sequoia Fund | Ruane, Cunniff & Goldfarb (Sequoia) | 3.4% | $122m | 2026-06-30 |
| Oakmark Global Fund | Harris Associates (Oakmark) | 2.9% | $31.6m | 2026-06-30 |
| Oakmark International Fund | Harris Associates (Oakmark) | 2.8% | $342m | 2026-06-30 |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 1.5% | $200m | 2026-06-30 |
| Dodge & Cox International Stock Fund | Dodge & Cox | 1.5% | $1.0bn | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/sunb). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.