Francois Rochon's SUNB Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 246,369 shares of Sunbelt Rentals Holdings, Inc. (SUNB) worth $21.59 M, representing 0.73% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in SUNB, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2026, adding 24,474 shares. Largest reduction occurred in Q2 2026, reducing 24,474 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Sunbelt Rentals Holdings (SUNB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sunbelt Rentals Holdings (SUNB) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -24,474 | Reduce 9.04% | 246,369 | $87.65 |
| Q1 2026 | +270,843 | New Buy | 270,843 | $65.09 |
| Q1 1970 | +246,369 | Add 0.00% | 246,369 | $87.65 |
Francois Rochon's Sunbelt Rentals Holdings Investment FAQs
Francois Rochon first purchased Sunbelt Rentals Holdings, Inc. (SUNB) in Q1 1970, acquiring 246,369 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Sunbelt Rentals Holdings, Inc. (SUNB) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to Sunbelt Rentals Holdings, Inc. (SUNB) was in Q1 2026, adding 270,843 shares worth $17.63 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 246,369 shares of Sunbelt Rentals Holdings, Inc. (SUNB), valued at approximately $21.59 M.
As of the Q2 2026 filing, Sunbelt Rentals Holdings, Inc. (SUNB) represents approximately 0.73% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Sunbelt Rentals Holdings, Inc. (SUNB) was 270,843 shares, as reported at the end of Q1 2026.