Sunbelt Rentals Holdings, Inc.

SUNB

Exchange: NYSE
Industry: Services-Equipment Rental & Leasing, NEC
SEC CIK: 0002083785

SEC filings (opens in a new tab)

In the last 90 days, Sunbelt Rentals Holdings, Inc. insiders filed 1 open-market purchase and 0 sales; 498 institutions reported holding it in 13F filings for Q2 2026, worth $24.4B in total; 7 superinvestors hold it, including Harris Associates (Oakmark) and Gardner Russo & Quinn.

Key figures

Market capClose on Nov 9, 2026: $33.4B
Insider buysLast 90 days, $1.86K in total: 1
Insider sellsOpen market, last 90 days: 0
13F holdersQ2 2026, +89 vs. previous quarter: 498
13F valueReported value at the end of Q2 2026: $24.4B
Superinvestors holdingAt the end of Q2 2026: 7

Price chart

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Financials

See financial statements

From SEC filings, in USD.

Revenue, FY2026: $11.2B; No comparable prior period
Net income, FY2026: $1.32B; No comparable prior period
Free cash flow, FY2026: –; No comparable prior period
Revenue, Q1 FY2027: $3.12B; No comparable prior period

Revenue flow, FY2026

Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.

Short interest

See short data

From FINRA, settlement date Oct 15, 2026.

Short interest: 8.60M; Shares sold short
Change: −799.6K; −8.5% vs. previous
Days to cover: 2.44; At average daily volume

Superinvestors holding SUNB, Q2 2026

Go to the superinvestors tab

7 superinvestors report holding Sunbelt Rentals Holdings, Inc. on Form 13F. Percentages are the stock's share of each portfolio.

Harris Associates (Oakmark)

Bill Nygren

1.0%

Sunbelt Rentals Holdings, Inc.'s share of the portfolio

Shares: 10,461,105
Value: $782.6M

Gardner Russo & Quinn

Tom Russo

4.9%

Sunbelt Rentals Holdings, Inc.'s share of the portfolio

Shares: 5,897,825
Value: $441.2M

Other superinvestors holding SUNB (part 1)
Superinvestor	Weight	Value
Dorsey Asset Management	5.5%	$86.1M
Markel Group	0.6%	$72.9M
Soros Fund Management	0.5%	$38.6M
Giverny Capital	0.7%	$21.6M
Semper Augustus	<0.1%	$207.5K

Latest insider trades

See all insider trades

Open-market purchases and sales by Sunbelt Rentals Holdings, Inc. insiders from Form 4, newest first.

Insider trades
Filed (ET)	Trade date	Filing delay	Insider	Transaction	Shares	Avg price	Value	Holding change	Flags
Oct 5, 2026 (view filing)5:00 PM ET	Oct 1	4 days	Horgan KyleExecutive VP, Specialty	PPurchase	+25.42	$73.30	+$1.86K	0.0%95.2K after
Jul 10, 2026 (view filing)5:00 PM ET	Jul 8-9	2 days	Washburn JohnChief Operating Officer	SSale	−6.70K	$71.25	−$477.5K	−8.8%69.0K after	2 lots

Top 10 13F holders, Q2 2026

See all 498 holders

The largest institutional positions in Sunbelt Rentals Holdings, Inc. at the end of Q2 2026; share changes are against Q1 2026.

Institutions holding SUNB in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dodge & Cox	54,761,610	$4.10B	2.14%	+1,659,763+3.1%	Added
Vanguard Capital Management LLC	30,658,847	$2.27B	0.05%	+4,559,807+17.5%	Added
Vanguard Portfolio Management LLC	20,188,107	$1.51B	0.07%	+460,187+2.3%	Added
BlackRock, Inc.	15,155,059	$1.13B	0.02%	+14,680,354+3,092.5%	Added
Wellington Management Group LLP	11,057,926	$806.8M	0.14%	−163,447−1.5%	Reduced
Harris Associates L PSuperinvestorHarris Associates (Oakmark)	10,461,105	$782.6M	1.04%	−1,192,228−10.2%	Reduced
Invesco Ltd.	10,335,785	$773.2M	0.06%	+227,694+2.3%	Added
Rothschild & Co Wealth Management UK Ltd	8,653,829	$634.5M	9.16%	+141,996+1.7%	Added
Principal Financial Group Inc	7,934,212	$591.4M	0.29%	+1,323,241+20.0%	Added
Geode Capital Management, LLC	7,214,695	$545.4M	0.03%	+6,813,505+1,698.3%	Added

Holders of 5% or more of SUNB

See all 3 holders and filings

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Sunbelt Rentals Holdings, Inc..

Largest holders of SUNB from 13D and 13G filings
Holder	Latest form	Stake	Change	First filed	Latest filing	Filing
Dodge & Cox	13G	12.80%53.1M shares	New	Apr 7, 20261 filing	Apr 7, 2026	SEC
Vanguard Capital Management LLC	13G/A	5.42%22.2M shares	−3.96 ppfrom 9.38%	Apr 29, 20263 filings	Oct 30, 2026	SEC
BlackRock, Inc.	13G/A	5.20%21.1M shares	−3.80 ppfrom 9.00%	Apr 27, 20263 filings	Oct 27, 2026	SEC