SUNB in the 13F filings

Sunbelt Rentals Holdings Inc · CUSIP 866966104

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026

Quarter end: 30 Jun 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 31 Jul 2026
Managers listing it: 28; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q1 2026 and Q2 2026; 11 listed it in both
Shares listed: 107,917,307; combined, among listed positions
Reported value: $8.0bn; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 16 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,198,026.

Managers listing SUNB in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

28 of 28 holders

				Action		Filing
Dodge & Cox	54,761,610	$4.1bn	2.14%	Added	+1,659,763	13 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP	11,057,926	$807m	0.14%	Trimmed	-163,447	14 Aug 2026 (the filing on sec.gov)
Harris Associates LP	10,461,105	$783m	1.04%	Trimmed	-1,192,228	14 Aug 2026 (the filing on sec.gov)
Invesco Ltd	10,335,785	$773m	0.06%	Added	+227,694	14 Aug 2026 (the filing on sec.gov)
Capital World Investors	5,933,325	$433m	0.05%	Added	+241,236	12 Aug 2026 (the filing on sec.gov)
Ruane Cunniff & Goldfarb LP	4,261,163	$319m	4.96%	Trimmed	-1,227,098	14 Aug 2026 (the filing on sec.gov)
Baillie Gifford & Co	2,948,390	$215m	0.20%	Trimmed	-163,423	6 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC	2,000,016	$150m	under 0.1%	Added	+1,891,488	14 Aug 2026 (the filing on sec.gov)
Markel Group Inc	974,361	$73m	0.56%	Added	+11,000	31 Jul 2026 (the filing on sec.gov)
Arrowstreet Capital LP	782,773	$58m	under 0.1%	Added	+415,232	13 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	673,722	$50m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC	600,344	$45m	under 0.1%	Added	+318,480	2 Sep 2026 (the filing on sec.gov)
Soros Fund Management LLC	516,034	$39m	0.47%	Trimmed	-30,080	14 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	509,719	$38m	under 0.1%	Added	+23,982	13 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP	431,766	$32m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	378,097	$28m	under 0.1%	Trimmed	-360,078	27 Oct 2026 (the filing on sec.gov)
AQR Capital Management LLC	328,007	$24m	under 0.1%	Trimmed	-39,352	14 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	241,888	$18m	under 0.1%	Trimmed	-246,293	14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP	255,968	$17m	under 0.1%	Added	+97,266	14 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.	200,122	$15m	under 0.1%	Added	+70,879	14 Aug 2026 (the filing on sec.gov)
Man Group PLC	174,783	$13m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP	33,535	$2.5m	under 0.1%	Trimmed	-797,090	14 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC	27,847	$2.1m	under 0.1%	New	new	3 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	15,562	$1.2m	under 0.1%	Trimmed	-47,747	14 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP	6,970	$521k	under 0.1%	Trimmed	-52,530	14 Aug 2026 (the filing on sec.gov)

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Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Jane Street Group LLCexisting position · 2,000,016 shares now+1,891,488
Dodge & Coxexisting position · 54,761,610 shares now+1,659,763
T. Rowe Price Associates Incnew position · 673,722 shares now+673,722
Point72 Asset Management LPnew position · 431,766 shares now+431,766
Arrowstreet Capital LPexisting position · 782,773 shares now+415,232

Reductions

Ruane Cunniff & Goldfarb LPexisting position · 4,261,163 shares now-1,227,098
Harris Associates LPexisting position · 10,461,105 shares now-1,192,228
Susquehanna International Group LLPexisting position · 33,535 shares now-797,090
Neuberger Berman Group LLCexisting position · 378,097 shares now-360,078
Janus Henderson Group Ltdexisting position · 241,888 shares now-246,293

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (6)

MFS Investment Managementwas $32m
Marshall Wace LLPwas $29m
Millennium Management LLCwas $6.4m
Brevan Howard Capital Management LPwas $6.1m
Squarepoint Ops LLCwas $5.0m
ExodusPoint Capital Management LPwas $2.3m

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

12 in Q1 2026 to 10 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SUNB and V →SUNB and MA →SUNB and MCO →Choose a stock to compare with SUNB →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SUNB, latest filings →Back to the 13F Explorer →

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SUNB by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q1 2026	12	$6.6bn	28	0
Q2 2026	10	$7.5bn	16	18