SUNBELT RENTALS HOLDINGS INC (SUNB) — Hedge Fund Ownership Q1 2026
SUNB
- SUNBELT RENTALS HOLDINGS INC (SUNB) is held by 9 of 84 tracked hedge funds, with Dorsey Asset Management (11%) and Ruane, Cunniff & Goldfarb / Sequoia Fund (6%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- New positions in SUNB stock were initiated by Dorsey Asset Management (11%), Ruane, Cunniff & Goldfarb / Sequoia Fund (6%), and Gardner Russo & Quinn (5%).
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Dorsey Asset Management Pat Dorsey
|
11.43% | 2.2M | NEW | — | $143.5M | $65.09 | — |
| 2 |
Ruane, Cunniff & Goldfarb / Sequoia Fund John Harris
|
5.93% | 5.5M | NEW | — | $357.2M | $65.09 | — |
| 3 |
Gardner Russo & Quinn Thomas Russo
|
4.63% | 6.0M | NEW | — | $393.7M | $65.09 | — |
| 4 |
AKO Capital
|
4.06% | 3.2M | NEW | — | $207.3M | $65.09 | — |
| 5 |
Dodge & Cox
|
1.90% | 53.1M | NEW | — | $3.46B | $65.09 | — |
| 6 |
Giverny Capital Francois Rochon
|
0.65% | 271K | NEW | — | $17.6M | $65.09 | — |
| 7 |
Markel Group Tom Gayner
|
0.53% | 963K | NEW | — | $62.7M | $65.09 | — |
| 8 |
Brave Warrior Advisors Glenn Greenberg
|
0.04% | 24K | NEW | — | $1.5M | $65.09 | — |
| 9 |
First Eagle Investment Management
|
0.00% | 7K | NEW | — | $448,903 | $62.82 | — |
| 9 | Total | — | 71.3M | — | — | $4.64B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.