Mustard Seed Investor logo: a sprouting mustard seedMustard Seed Investor
← All stocks
SUNBIndustrialsCommon Stock

Sunbelt Rentals Holdings, Inc

Held by 14 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 866966104 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

Download report
In plain English: 14 of the investors we track own this stock. In the latest quarter, 6 of them bought more of it and 7 sold some or all of theirs (2 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
14
+1 vs last quarter (like-for-like)
Total value held
$6.17B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.7%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$722.46M
+14.7% vs last quarter
Net shares bought
-245.5K
Est. net flow -$17.43M
Quarter activity
6 bought · 7 sold
2 new · 1 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns SUNB?

Who added and who trimmed · Q2 2026

Estimated dollar change per manager (change in shares × this quarter's price). Click a bar to open the manager.

Chart: managers adding and trimming

Who owns SUNB? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Dodge & Cox Dodge & Cox 54.76M $4.10B 2.1% Added +1.7M +3.1% +$124.17M
2 Bill Nygren Harris Associates (Oakmark Funds) 10.46M $782.60M 1.0% Reduced -1.2M -10.2% -$89.19M
3 Norges Bank Norges Bank Investment Management 7.27M $530.11M 0.1% — — — —
4 Ruane Cunniff & Goldfarb Sequoia Fund adviser 4.26M $318.78M 5.0% Reduced -1.2M -22.4% -$91.80M
5 Baillie Gifford Baillie Gifford & Co 2.95M $215.09M 0.2% Reduced -163.4K -5.3% -$11.92M
6 Tom Gayner Markel Group 974.36K $72.89M 0.6% Added +11.0K +1.1% +$822.91K
7 Ken Griffin Citadel Advisors 600.34K $44.91M 0.0% Added +318.5K +113.0% +$23.83M
8 George Soros Soros Fund Management 516.03K $38.60M 0.5% Reduced -30.1K -5.5% -$2.25M
9 Steve Cohen Point72 Asset Management 431.77K $32.30M 0.0% New +431.8K — +$32.30M
10 Francois Rochon Giverny Capital 246.37K $21.59M 0.7% Reduced -24.5K -9.0% -$2.15M
11 David Shaw D.E. Shaw & Co. 200.12K $14.93M 0.0% Added +70.9K +54.8% +$5.29M
12 Glenn Greenberg Brave Warrior Advisors 23.76K $1.78M 0.0% Held 0 0.0% $0
13 Mario Gabelli GAMCO Investors 3.50K $261.83K 0.0% New +3.5K — +$261.83K
14 Matthew McLennan First Eagle Investment Management 1.87K $136.15K 0.0% Reduced -5.3K -73.9% -$384.68K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Israel Englander Millennium Management -98.3K $6.40M

Politician trades

Politician trades in SUNB

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.