Which superinvestors hold Sunbelt Rentals Holdings Inc (SUNB)?

Per the latest SEC 13F filings, 11 superinvestors hold Sunbelt Rentals Holdings Inc (SUNB): Dodge & Cox, Bill Nygren, Nicolai Tangen, Thomas Russo, Ruane, Cunniff (Sequoia), Andrew Brenton, Pat Dorsey, Thomas Gayner, François Rochon, Glenn Greenberg, Chris Bloomstran. Combined value held is about $6.39B, with Dodge & Cox the largest holder.

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Sunbelt Rentals Holdings Inc

SUNB

Held by 11 superinvestors.

Price$74.38

Holders11

Total value$6.39B

SEC 10-K · fundamentals

Business quality

as of 2026-04-30

Revenue growth: +4.4%
Net margin: 52.8%
ROE: 17.9%
FCF margin: —

Revenue $2.80B → $2.51B · 3y

What makes a business high quality

Valuation · value band

Valuation

This company's reported figures contain an impossible value (e.g., operating income above revenue), so the data can't be trusted and no valuation verdict is shown until it's corrected.

SEC 13F · holders

Superinvestors Holding This Security

11 holders · $6.39B combined · this quarter +1 opened / -0 exited

This quarter1 opened3 added6 trimmed

Holders 10 → 11 · last 2q

Investor	Value	Shares	Weight (prev→now)
Dodge & Cox	$4.10B	54,761,610	1.9% → 2.1% ▲
Bill Nygren	$782.6M	10,461,105	1.0% → 1.0% ▲
Nicolai Tangen	$454.5M	6,074,817	4.1% → 10.6% ▲
Thomas Russo	$441.2M	5,897,825	4.6% → 4.9% ▲
Ruane, Cunniff (Sequoia)	$318.8M	4,261,163	5.9% → 5.0% ▼
Andrew Brenton	$115.9M	1,548,907	3.7% → 4.5% ▲
Pat Dorsey	$86.1M	1,150,578	11.4% → 5.5% ▼
Thomas Gayner	$72.9M	974,361	0.5% → 0.6% ▲
François Rochon	$21.6M	246,369	0.6% → 0.7% ▲
Glenn Greenberg	$1.8M	23,762	0.0% → 0.0% ▲

Dodge & Cox
Value$4.10BWeight (prev→now)1.9% → 2.1% ▲
Bill Nygren
Value$782.6MWeight (prev→now)1.0% → 1.0% ▲
Nicolai Tangen
Value$454.5MWeight (prev→now)4.1% → 10.6% ▲
Thomas Russo
Value$441.2MWeight (prev→now)4.6% → 4.9% ▲
Ruane, Cunniff (Sequoia)
Value$318.8MWeight (prev→now)5.9% → 5.0% ▼
Andrew Brenton
Value$115.9MWeight (prev→now)3.7% → 4.5% ▲
Pat Dorsey
Value$86.1MWeight (prev→now)11.4% → 5.5% ▼
Thomas Gayner
Value$72.9MWeight (prev→now)0.5% → 0.6% ▲
François Rochon
Value$21.6MWeight (prev→now)0.6% → 0.7% ▲
Glenn Greenberg
Value$1.8MWeight (prev→now)0.0% → 0.0% ▲

Show all 11 holders ▸

Investor	Value	Shares	Weight (prev→now)
Chris Bloomstran	$207,523	2,774	New · 0.0%

Chris Bloomstran
Value$207,523Weight (prev→now)New · 0.0%

SEC 13F · notes

Written summary

Sunbelt Rentals Holdings Inc (SUNB) is held by 11 of the superinvestors tracked on Compounder, with a combined $6.39B in reported 13F value. The largest position belongs to Dodge & Cox, where it makes up 2.1% of the portfolio.

Other notable holders by value include Bill Nygren (1.0% of its book), Nicolai Tangen (10.6% of its book) and Thomas Russo (4.9% of its book).

Over the latest quarter, 1 of the tracked filers opened a new position in SUNB, 3 added to existing ones, 6 trimmed, and 0 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

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Also on

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

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