SUNB
Sunbelt Rentals Holdings Inc
11 of the 83 super-investors we track hold SUNB, worth a combined $6.00B per their latest 13F filings. The largest position: AKO Capital at 10.6% of their portfolio. This quarter the cohort logged 2 buys and 1 sell on the name. Conviction score: 33 of 100 (how strongly the cohort backs it) — ranked #278 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.
Why super-investors own SUNB
SUNB is held by 11 super-investors in our cohort, with a combined position value of $6.0B. The highest-conviction owner is AKO Capital at 10.6% of their portfolio. This quarter the cohort registered 1 new positions, 1 added, 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Sunbelt Rentals Holdings, Inc. Common Stock Target of Unusually Large Options Trading (NYSE:SUNB)MarketBeat ·
- (SUNB) Volatility Zones as Tactical TriggersStock Traders Daily ·
- Lightning Round: Reddit is such a buy 'it's ridiculous', says Jim CramerCNBC ·
- Sunbelt (SUNB) Session: Ends Down by 0.29% at $76.88 in the Current Update; Current Setup: the Price Remains Bounded by the Supplied Support and Resistance at the Close - NHNL Ratiovinanet.vn ·
- Sunbelt Rentals (SUNB) director now holds 2,750 shares after grantStock Titan ·
- Sunbelt Rentals Holdings (SUNB) EVP granted 76 dividend-linked sharesStock Titan ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2026Q1 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (11) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 2.1% | 2q | $4.10B | 54,761,610 |
| 2 | Bill Nygren | 1.0% | 2q | $783M | 10,461,105 |
| 3 | AKO Capital | 10.6% | 2q | $454M | 6,074,817 |
| 4 | Thomas Russo | 4.9% | 2q | $441M | 5,897,825 |
| 5 | Pat Dorsey | 5.5% | 2q | $86M | 1,150,578 |
| 6 | Thomas Gayner | 0.6% | 2q | $73M | 974,361 |
| 7 | Joel Greenblatt | <0.1% | 2q | $45M | 600,344 |
| 8 | Francois Rochon | 0.7% | 2q | $22M | 246,369 |
| 9 | Glenn Greenberg | <0.1% | 2q | $2M | 23,762 |
| 10 | Christopher Bloomstran | <0.1% | — 1q | $208K | 2,774 |
| 11 | First Eagle Investment Management | 0.0% | 2q | $136K | 1,868 |
- 1Dodge & Cox Fundsport2.1%val$4.10B54,761,610 sh·2q held
- 2Bill Nygrenport1.0%val$783M10,461,105 sh·2q held
- 3AKO Capitalport10.6%val$454M6,074,817 sh·2q held
- 4Thomas Russoport4.9%val$441M5,897,825 sh·2q held
- 5Pat Dorseyport5.5%val$86M1,150,578 sh·2q held
- 6Thomas Gaynerport0.6%val$73M974,361 sh·2q held
- 7Joel Greenblattport<0.1%val$45M600,344 sh·2q held
- 8Francois Rochonport0.7%val$22M246,369 sh·2q held
- 9Glenn Greenbergport<0.1%val$2M23,762 sh·2q held
- 10Christopher Bloomstranport<0.1%val$208K2,774 sh·—1q held
- 11First Eagle Investment Managementport0.0%val$136K1,868 sh·2q held
Owners of SUNB also hold
Recent activity (3)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Christopher Bloomstran | NEW | <0.1% | +100% | $208K | Aug 14, 2026 |
| Pat Dorsey | TRIM | 5.5% | -48% | $86M | Aug 14, 2026 |
| AKO Capital | ADD | 10.6% | +91% | $454M | Aug 12, 2026 |
Long US equity 13F-HR filings only. CUSIP 866966104. Not investment advice.