Guru Ownership Trend
Guru Analysis for Sunbelt Rentals Holdings, Inc. (SUNB)
Sunbelt Rentals Holdings, Inc. (SUNB), a key player in the Industrials sector, continues to attract institutional attention.
As of Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.22 B.
Top institutional holders include Tom Russo and Ruane Cunniff.
Notably, Pat Dorsey has expressed high conviction in this stock, allocating 11.43% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $1.04 B net inflow during the quarter.
Recent activity highlights Tom Russo who opened a new position.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Sunbelt Rentals Holdings, Inc. (SUNB)
Major holders include Tom Russo ($393.74 M), Ruane Cunniff ($357.23 M), Pat Dorsey ($143.52 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 15.97 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.04 B, with 10 managers increasing positions and 0 managers reducing holdings.
No tracked managers reduced or fully exited their positions in SUNB during the most recent reporting period.
Yes, 10 managers opened new positions in SUNB, and 0 increased their existing holdings. The total reported buy value was $1.04 B.
