Latticework
← All portfoliosLatticework shows what 76 well-known investors report to the SEC each quarter.

SUNB · Sunbelt Rentals Holdings Inc · Form 13F filings for Q2 2026

Sunbelt Rentals Holdings Inc

10 of 76 investors hold it

Together they reported $6.0 billion of it. In Q2 2026, 2 added and 2 reduced.

20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.

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Who added and who reduced

Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.

2added or opened

Christopher BloomstranNew positionAKO Capital+90.7%

2reduced or sold out

First Eagle Investment Management−73.9%Pat Dorsey−47.8%

Who holds it

InvestorShare of their portfolioReported valueThis quarter
AKO Capital10.59%$454M+90.7%
Pat Dorsey5.51%$86M−47.8%
Thomas Russo4.94%$441MNo change of 20%
Dodge & Cox Funds2.15%$4.10BNo change of 20%
Bill Nygren1.04%$783MNo change of 20%
Francois Rochon0.73%$22MNo change of 20%
Thomas Gayner0.56%$73MNo change of 20%
Glenn Greenberg0.04%$2MNo change of 20%
Christopher Bloomstran0.02%$208KNew position
First Eagle Investment Management0.00%$136K−73.9%

Holders over time

How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.

9Q1 ’26
10Q2 ’26

Where to next

Dodge & Cox FundsLargest holder by dollars: $4.10B →AKO CapitalHighest conviction: 10.59% of the portfolio →All portfoliosThe biggest bets reported for Q2 2026, on one sheet →

Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 866966104 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.

Each investor’s filing