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SUNB — SUNBELT RENTALS HOLDINGS INC

Reported value held$12.58B
Funds holding (latest)47
SectorConsumer Discretionary
Funds holding (Q2 2026)43
Institutional value$12.48B · 168.26M sh
New / Add / Cut / Exit5 / 21 / 16 / 4
Top-5 / Top-10 concentration60.8% / 80.2%
Institutional holdings change Accumulating +21.3% (+29.57M sh)
Institutional value change Up +39.2%

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.

FundQuarterSharesValuePortfolio WeightChange
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

View all 47 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

Download holders (CSV)