SUNB fund manager activity
Sunbelt Rentals Holdings, Inc · NYSE. Reported by 12 tracked fund managers in their 13F filings, Q1 2026 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| AKO Capital | Added | 6,074,817 | $454,457,000 | 10.6% | Aug 12, 2026 |
| Abrams Bison Investments | Trimmed | 2,058,758 | $154,015,686 | 7.52% | Aug 14, 2026 |
| Glenn Greenberg - Brave Warrior Advisors | No change | 23,762 | $1,777,635 | 0.04% | Aug 14, 2026 |
| Dodge & Cox Funds | Added | 54,761,610 | $4,096,716,044 | 2.14% | Aug 13, 2026 |
| Pat Dorsey - Dorsey Asset Management | Trimmed | 1,150,578 | $86,074,740 | 5.51% | Aug 14, 2026 |
| First Eagle Investment Management | Trimmed | 1,868 | $136,145 | 0.00% | Aug 24, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 5,897,825 | $441,216,288 | 4.94% | Aug 13, 2026 |
| Francois Rochon - Giverny Capital | Trimmed | 246,369 | $21,593,757 | 0.73% | Aug 26, 2026 |
| Thomas Gayner - Markel Group | Added | 974,361 | $72,891,947 | 0.56% | Jul 31, 2026 |
| Bill Nygren - Oakmark Funds | Trimmed | 10,461,105 | $782,595,266 | 1.04% | Aug 14, 2026 |
| Ruane Cunniff LP | Trimmed | 4,261,163 | $318,777,604 | 4.96% | Aug 14, 2026 |
| Christopher Bloomstran - Semper Augustus | New | 2,774 | $207,523 | 0.02% | Aug 14, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| AKO Capital | New | 3,185,284 | $207,330,000 | 4.06% | May 15, 2026 |
| Abrams Bison Investments | New | 12,561,085 | $817,601,023 | 35.4% | May 15, 2026 |
| Glenn Greenberg - Brave Warrior Advisors | New | 23,762 | $1,546,669 | 0.04% | May 15, 2026 |
| Dodge & Cox Funds | New | 53,101,847 | $3,456,399,221 | 1.90% | May 14, 2026 |
| Pat Dorsey - Dorsey Asset Management | New | 2,204,996 | $143,523,190 | 11.4% | May 15, 2026 |
| First Eagle Investment Management | New | 7,146 | $448,903 | 0.00% | May 14, 2026 |
| Thomas Russo - Gardner Russo & Quinn | New | 6,049,133 | $393,738,067 | 4.63% | May 13, 2026 |
| Francois Rochon - Giverny Capital | New | 270,843 | $17,629,171 | 0.65% | May 15, 2026 |
| Thomas Gayner - Markel Group | New | 963,361 | $62,705,167 | 0.53% | May 1, 2026 |
| Bill Nygren - Oakmark Funds | New | 11,653,333 | $758,515,445 | 1.01% | May 15, 2026 |
| Ruane Cunniff LP | New | 5,488,261 | $357,230,908 | 5.93% | May 15, 2026 |