SUNB in the 13F filings

Sunbelt Rentals Holdings Inc · CUSIP 866966104

New listing in Q1 2026· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it

Sector · Business and payment services

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026

Quarter end: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 1 May 2026
Managers listing it: 28; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 0 listed it in both
Shares listed: 107,279,489; combined, among listed positions
Reported value: $6.9bn; combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

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: 28 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +106,719,281.

Managers listing SUNB in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, 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	53,101,847	$3.5bn	1.90%	New	new	14 May 2026 (the filing on sec.gov)
Harris Associates LP	11,653,333	$759m	1.01%	New	new	15 May 2026 (the filing on sec.gov)
Wellington Management Group LLP	11,221,373	$703m	0.13%	New	new	15 May 2026 (the filing on sec.gov)
Invesco Ltd	10,108,091	$658m	0.06%	New	new	12 May 2026 (the filing on sec.gov)
Capital World Investors	5,692,089	$363m	under 0.1%	New	new	13 May 2026 (the filing on sec.gov)
Ruane Cunniff & Goldfarb LP	5,488,261	$357m	5.93%	New	new	15 May 2026 (the filing on sec.gov)
Baillie Gifford & Co	3,111,813	$195m	0.20%	New	new	8 May 2026 (the filing on sec.gov)
Markel Group Inc	963,361	$63m	0.53%	New	new	1 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	830,625	$54m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	738,175	$47m	under 0.1%	New	new	27 Oct 2026 (the filing on sec.gov)
Soros Fund Management LLC	546,114	$36m	0.39%	New	new	15 May 2026 (the filing on sec.gov)
MFS Investment Management† Value as filed implies a price far from other filers'.	560,208	$32m	under 0.1%	New	new	14 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	485,737	$32m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	488,181	$31m	under 0.1%	New	new	18 May 2026 (the filing on sec.gov)
Marshall Wace LLP	442,045	$29m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP	367,541	$23m	under 0.1%	New	new	14 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	367,359	$23m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	281,864	$18m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
AllianceBernstein LP	158,702	$10m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.	129,243	$8.4m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Jane Street Group LLC	108,528	$7.1m	under 0.1%	New	new	12 May 2026 (the filing on sec.gov)
Millennium Management LLC	98,322	$6.4m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	93,672	$6.1m	0.05%	New	new	15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	77,382	$5.0m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	63,309	$4.1m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)

Page 1 of 2

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Dodge & Coxnew position · 53,101,847 shares now+53,101,847
Harris Associates LPnew position · 11,653,333 shares now+11,653,333
Wellington Management Group LLPnew position · 11,221,373 shares now+11,221,373
Invesco Ltdnew position · 10,108,091 shares now+10,108,091
Capital World Investorsnew position · 5,692,089 shares now+5,692,089

Reductions

No reduction among listed positions.

New positions and exits

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

New (28)

Exited (0)

No exit shown by a manager’s own filing.

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