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 Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $994.61 M.
Top institutional holders include Tom Russo and Ruane Cunniff.
Notably, Pat Dorsey has expressed high conviction in this stock, allocating 5.51% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $159.19 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, First Eagle Investment reduced exposure by 73.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Sunbelt Rentals Holdings, Inc. (SUNB)
Major holders include Tom Russo ($441.22 M), Ruane Cunniff ($318.78 M), Pat Dorsey ($86.07 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 13.84 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $159.19 M, with 3 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited SUNB. The total reported sell value was $192.57 M.
Yes, 2 managers opened new positions in SUNB, and 1 increased their existing holdings. The total reported buy value was $33.39 M.
