SUNB — SUNBELT RENTALS HOLDINGS INC
As of Q2 2026, 43 SEC-registered investment managers reported holding SUNB (SUNBELT RENTALS HOLDINGS INC) in their latest 13F filings, with a combined reported value of $12.48B across 168.26M shares. That is +21.3% by share count (+29.57M shares) versus the previous quarter, while reported value moved +39.2%. Ownership is concentrated: the five largest holders account for 60.8% of reported value and the top ten for 80.2%.
Compared with the prior quarter, 5 opened new positions, 21 added to existing stakes, 16 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SUNB is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Dodge & Cox history | Q2 2026 | 54.76M | $4.10B | 2.15% | Add |
| BlackRock Inc history | Q2 2026 | 15.16M | $1.13B | 0.02% | Add |
| Wellington Management Group history | Q2 2026 | 11.06M | $806.80M | 0.15% | Reduce |
| Harris Associates (Oakmark) history | Q2 2026 | 10.46M | $782.60M | 1.04% | Reduce |
| Invesco Ltd history | Q2 2026 | 10.34M | $773.22M | 0.07% | Add |
| Principal Global Investors history | Q2 2026 | 7.93M | $591.42M | 0.29% | Add |
| Geode Capital Management history | Q2 2026 | 7.21M | $545.37M | 0.03% | Add |
| Norges Bank Investment Management history | Q2 2026 | 7.27M | $530.11M | 0.05% | New |
| Capital World Investors history | Q2 2026 | 5.93M | $433.03M | 0.05% | Add |
| Ruane Cunniff & Goldfarb (Sequoia) history | Q2 2026 | 4.26M | $318.78M | 4.96% | Reduce |
| Amundi US history | Q2 2026 | 3.78M | $282.91M | 0.07% | Reduce |
| BNY Mellon history | Q2 2026 | 3.50M | $261.93M | 0.04% | Add |
| Baillie Gifford & Co history | Q2 2026 | 2.95M | $215.09M | 0.20% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 2.53M | $186.75M | 0.03% | Add |
| Goldman Sachs Group history | Q2 2026 | 2.48M | $185.33M | 0.02% | Hold |
| Bank of America Corp history | Q2 2026 | 1.78M | $132.84M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 1.70M | $127.25M | 0.01% | Add |
| Legal & General Investment Management America history | Q2 2026 | 1.70M | $124.43M | 0.03% | Reduce |
| Deutsche Bank AG history | Q2 2026 | 1.57M | $117.63M | 0.04% | Reduce |
| CDPQ (Caisse de Depot) history | Q2 2026 | 1.34M | $100.45M | 0.14% | Add |
New Positions (Q2 2026)
- Norges Bank Investment Management 7.27M sh · $530.11M
- Point72 Asset Management 431.77K sh · $32.30M
- Prudential Financial 16.16K sh · $1.21M
- JPMorgan Chase & Co 5.00K sh · $364.50K
- T. Rowe Price Associates 673.72K sh · $50.40K
Fully Exited (vs previous quarter)
- MFS Investment Management sold 560.21K sh · $31.71M
- Janus Henderson Group sold 488.18K sh · $30.55M
- Marshall Wace sold 442.05K sh · $28.77M
- Millennium Management sold 98.32K sh · $6.40M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2026 | Q2 2026 |
|---|---|---|
| Dodge & Cox | 53.10M | 54.76M |
| BlackRock Inc | 474.70K | 15.16M |
| Wellington Management Group | 11.22M | 11.06M |
| Harris Associates (Oakmark) | 11.65M | 10.46M |
| Invesco Ltd | 10.11M | 10.34M |
| Principal Global Investors | 6.61M | 7.93M |
| Geode Capital Management | 401.19K | 7.21M |
| Norges Bank Investment Management | — | 7.27M |
| Capital World Investors | 5.69M | 5.93M |
| Ruane Cunniff & Goldfarb (Sequoia) | 5.49M | 4.26M |
| Amundi US | 4.21M | 3.78M |
| BNY Mellon | 2.82M | 3.50M |
| Baillie Gifford & Co | 3.11M | 2.95M |
| Charles Schwab Investment Management | 1.25M | 2.53M |
| Goldman Sachs Group | 2.48M | 2.48M |
| Bank of America Corp | 1.79M | 1.78M |
| Northern Trust Corp | 126.83K | 1.70M |
| Legal & General Investment Management America | 2.86M | 1.70M |
| Deutsche Bank AG | 1.84M | 1.57M |
| CDPQ (Caisse de Depot) | 615.69K | 1.34M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details