SUNB
Sunbelt Rentals Holdings Inc
10 super-investors hold SUNB worth a combined $5.06B. The largest position: Pat Dorsey at 11.4% of their portfolio. This quarter the cohort logged 5 buys and 0 sells on the name. Cohort Conviction Score: 38 — ranked #156 of 724 scored stocks.
Why super-investors own SUNB
The defining feature of SUNB's 2026Q1 data is a sharp inflection in cohort interest: five managers — Pat Dorsey, Thomas Russo, AKO Capital, Francois Rochon, and Glenn Greenberg — all initiated positions in the same quarter, doubling the cohort owner count from five to ten. No existing holder trimmed or exited, suggesting the new entrants are joining rather than displacing conviction. Dorsey carries the highest concentration at 11.4% of his portfolio ($144M), signaling strong conviction at the individual level, while Dodge & Cox holds the largest absolute stake at $3.5B. Combined cohort exposure now stands at $5.1B across ten funds, with zero selling activity this quarter — a rare uniformity of direction.
AI-synthesized from 13F filings. Not investment advice.
Owners (10) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.9% | — 1q | $3.46B | 53,101,847 |
| 2 | Bill Nygren | 1.0% | — 1q | $759M | 11,653,333 |
| 3 | Thomas Russo | 4.6% | — 1q | $394M | 6,049,133 |
| 4 | AKO Capital | 4.1% | — 1q | $207M | 3,185,284 |
| 5 | Pat Dorsey | 11.4% | — 1q | $144M | 2,204,996 |
| 6 | Thomas Gayner | 0.5% | — 1q | $63M | 963,361 |
| 7 | Joel Greenblatt | <0.1% | — 1q | $18M | 281,864 |
| 8 | Francois Rochon | 0.6% | — 1q | $18M | 270,843 |
| 9 | Glenn Greenberg | <0.1% | — 1q | $2M | 23,762 |
| 10 | First Eagle Investment Management | <0.1% | — 1q | $449K | 7,146 |
- 1Dodge & Cox Fundsport1.9%val$3.46B53,101,847 sh·—1q held
- 2Bill Nygrenport1.0%val$759M11,653,333 sh·—1q held
- 3Thomas Russoport4.6%val$394M6,049,133 sh·—1q held
- 4AKO Capitalport4.1%val$207M3,185,284 sh·—1q held
- 5Pat Dorseyport11.4%val$144M2,204,996 sh·—1q held
- 6Thomas Gaynerport0.5%val$63M963,361 sh·—1q held
- 7Joel Greenblattport<0.1%val$18M281,864 sh·—1q held
- 8Francois Rochonport0.6%val$18M270,843 sh·—1q held
- 9Glenn Greenbergport<0.1%val$2M23,762 sh·—1q held
- 10First Eagle Investment Managementport<0.1%val$449K7,146 sh·—1q held
Owners of SUNB also hold
Recent activity (5)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | NEW | 4.1% | +100% | $207M | May 15, 2026 |
| Francois Rochon | NEW | 0.6% | +100% | $18M | May 15, 2026 |
| Glenn Greenberg | NEW | <0.1% | +100% | $2M | May 15, 2026 |
| Pat Dorsey | NEW | 11.4% | +100% | $144M | May 15, 2026 |
| Thomas Russo | NEW | 4.6% | +100% | $394M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 866966104. Not investment advice.