SUNBELT RENTALS HOLDINGS INC SUNB
SHS · Common Stock · CUSIP 866966104 · ISIN US8669661048
- SectorIndustrials
- IndustryServices-Equipment Rental & Leasing, NEC
- HeadquartersFort Mill, SC
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($40.0m this quarter). Holder counts are more reliable. Shares outstanding: 413.3m as of 2026-03-10, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $64.47. Options: 5 managers hold calls ($33.6m notional), 2 hold puts ($7.2m).
Trends to Q1 2026
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $0 | $0 | — |
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $33.6m | $7.2m | 0.21 |
Biggest buyers
| Dodge & Cox | New | +53.1m |
| ABRAMS BISON INVESTMENTS, LLC | New | +12.6m |
| HARRIS ASSOCIATES L P | New | +11.7m |
| WELLINGTON MANAGEMENT GROUP LLP | New | +11.2m |
| Invesco Ltd. | New | +10.1m |
| Rothschild & Co Wealth Management UK Ltd | New | +8.5m |
| ROYAL BANK OF CANADA | New | +7.1m |
| PRINCIPAL FINANCIAL GROUP INC | New | +6.6m |
| GARDNER RUSSO & QUINN LLC | New | +6.0m |
| Capital World Investors | New | +5.7m |
Biggest sellers
| None |
Biggest calls
| GOLDMAN SACHS GROUP INC | New | $26.4m406.0k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | New | $3.3m50.0k shares |
| SIH Partners, LLLP | New | $2.7m41.0k shares |
| SIMPLEX TRADING, LLC | New | $1.2m17.7k shares |
| UBS Group AG | New | $65.1k1.0k shares |
Biggest puts
| GOLDMAN SACHS GROUP INC | New | $6.9m106.0k shares |
| SIH Partners, LLLP | New | $260.4k4.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| DODGE & COX 13G · institution new · filed 2026-04-07 | 12.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution +1.8 pts · filed 2026-07-31 | 9.4% |
| BlackRock, Inc. 13G · institution -3.8 pts · filed 2026-10-27 | 5.2% |
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Dodge & Cox 1.90% of their portfolio | 53.1m $3.5bn | New |
| VANGUARD CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 26.1m $1.7bn | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.07% of their portfolio | 19.7m $1.3bn | First filing |
| ABRAMS BISON INVESTMENTS, LLC 35.38% of their portfolio | 12.6m $817.6m | New |
| HARRIS ASSOCIATES L P 1.01% of their portfolio | 11.7m $758.5m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.13% of their portfolio | 11.2m $702.9m | New |
| Invesco Ltd. 0.06% of their portfolio | 10.1m $657.9m | New |
| Rothschild & Co Wealth Management UK Ltd 8.18% of their portfolio | 8.5m $534.4m | New |
| ROYAL BANK OF CANADA 0.09% of their portfolio | 7.1m $465.0m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.23% of their portfolio | 6.6m $427.0m | New |
| GARDNER RUSSO & QUINN LLC 4.63% of their portfolio | 6.0m $393.7m | New |
| Capital World Investors 0.05% of their portfolio | 5.7m $363.5m | New |
| Ruane, Cunniff & Goldfarb L.P. 5.93% of their portfolio | 5.5m $357.2m | New |
| Metropolis Capital Ltd 10.41% of their portfolio | 4.9m $308.2m | New |
| Rathbones Group PLC 0.60% of their portfolio | 4.6m $292.6m | New |
| Amundi 0.07% of their portfolio | 4.2m $274.3m | New |
| VANGUARD FIDUCIARY TRUST CO 0.06% of their portfolio | 4.0m $254.3m | First filing |
| BECK MACK & OLIVER LLC 4.53% of their portfolio | 3.4m $219.8m | New |
| AKO CAPITAL LLP 4.06% of their portfolio | 3.2m $207.3m | New |
| BAILLIE GIFFORD & CO 0.20% of their portfolio | 3.1m $194.9m | New |
| Legal & General Group Plc 0.04% of their portfolio | 2.9m $179.3m | New |
| COOKE & BIELER LP 2.06% of their portfolio | 2.8m $182.0m | New |
| Bank of New York Mellon Corp 0.03% of their portfolio | 2.8m $183.3m | New |
| MORGAN STANLEY 0.01% of their portfolio | 2.8m $183.1m | New |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.35% of their portfolio | 2.5m $164.6m | New |
| Nuveen, LLC 0.04% of their portfolio | 2.5m $155.6m | New |
| Unisphere Establishment 1.28% of their portfolio | 2.3m $151.7m | New |
| Dorsey Asset Management, LLC 11.43% of their portfolio | 2.2m $143.5m | New |
| TURTLE CREEK ASSET MANAGEMENT INC. 5.36% of their portfolio | 2.2m $143.3m | New |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 2.0m $126.7m | New |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 2.0m $127.9m | New |
| FIDUCIARY MANAGEMENT INC /WI/ 1.55% of their portfolio | 1.9m $125.1m | New |
| UBS Group AG 0.02% of their portfolio | 1.9m $124.3m | New |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 1.8m $120.0m | New |
| Focus Partners Wealth 0.13% of their portfolio | 1.8m $117.4m | New |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.8m $116.7m | New |
| 1832 Asset Management L.P. 0.15% of their portfolio | 1.7m $109.8m | New |
| MACKENZIE FINANCIAL CORP 0.13% of their portfolio | 1.7m $105.3m | New |
| Swiss National Bank 0.06% of their portfolio | 1.7m $104.4m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.17% of their portfolio | 1.5m $96.6m | New |
| BARCLAYS PLC 0.04% of their portfolio | 1.5m $99.5m | New |
| PineStone Asset Management Inc. 0.67% of their portfolio | 1.5m $95.8m | New |
| AVIVA PLC 0.14% of their portfolio | 1.4m $86.4m | New |
| Fiera Capital Corp 0.28% of their portfolio | 1.2m $81.3m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.2m $78.4m | New |
| Aristotle Capital Management, LLC 0.16% of their portfolio | 1.2m $77.8m | New |
| James Hambro & Partners LLP 2.87% of their portfolio | 1.2m $73.1m | New |
| Canoe Financial LP 1.00% of their portfolio | 1.1m $73.1m | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.06% of their portfolio | 1.1m $68.0m | First filing |
| BloombergSen Inc. 7.44% of their portfolio | 1.0m $66.4m | New |
| MONTRUSCO BOLTON INVESTMENTS INC. 0.86% of their portfolio | 1.0m $57.2m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 986.3k $63.2m | New |
| Markel Group Inc. 0.53% of their portfolio | 963.4k $62.7m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.07% of their portfolio | 830.6k $54.1m | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% of their portfolio | 823.6k $51.8m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 799.0k $38.0m | New |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 738.2k $46.5m | New |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 738.1k $47.1m | New |
| GOODNOW INVESTMENT GROUP, LLC 5.23% of their portfolio | 733.9k $47.8m | New |
| Broad Run Investment Management, LLC 7.78% of their portfolio | 704.5k $44.2m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.03% of their portfolio | 697.9k $45.4m | New |
| LFL Advisers, LLC 12.83% of their portfolio | 659.9k $42.7m | New |
| CITIGROUP INC 0.03% of their portfolio | 635.4k $41.4m | New |
| Caisse de depot et placement du Quebec 0.06% of their portfolio | 615.7k $39.9m | New |
| Central Securities Corp 3.22% of their portfolio | 600.0k $39.1m | New |
| ASR Vermogensbeheer N.V. 0.43% of their portfolio | 587.0k $36.7m | New |
| Life Cycle Investment Partners Ltd 0.23% of their portfolio | 565.2k $35.9m | New |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.06% of their portfolio | 565.0k $36.8m | New |
| OMERS ADMINISTRATION Corp 0.23% of their portfolio | 563.4k $35.3m | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 560.2k $31.7m | New |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 555.0k $34.9m | New |
| SOROS FUND MANAGEMENT LLC 0.49% of their portfolio | 546.1k $35.5m | New |
| CAISSE DES DEPOTS ET CONSIGNATIONS 0.56% of their portfolio | 543.2k $34.0m | New |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 534.6k $34.8m | New |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 488.2k $30.5m | New |
| AEGON ASSET MANAGEMENT UK Plc 0.40% of their portfolio | 486.8k $30.4m | Not comparable |
| FMR LLC 0.00% of their portfolio | 485.7k $31.6m | New |
| BlackRock, Inc. 0.00% of their portfolio | 474.7k $30.9m | New |
| ANCHOR CAPITAL ADVISORS LLC 0.86% of their portfolio | 461.7k $30.1m | New |
| Evelyn Partners Investment Management LLP 0.79% of their portfolio | 444.8k $29.0m | New |
| MARSHALL WACE, LLP 0.03% of their portfolio | 442.0k $28.8m | New |
| Quilter Plc 0.47% of their portfolio | 411.6k $26.8m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 401.2k $30.0m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 393.5k $25.6m | New |
| Crow's Nest Holdings LP 5.67% of their portfolio | 372.6k $24.3m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 367.5k $23.1m | New |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 367.4k $23.1m | New |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 358.9k $23.4m | New |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 354.5k $23.1m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 343.9k $22.4m | New |
| SEI INVESTMENTS CO 0.02% of their portfolio | 328.8k $21.4m | New |
| Baader Bank Aktiengesellschaft 2.02% of their portfolio | 325.7k $20.5m | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% of their portfolio | 325.7k $20.4m | New |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 324.5k $20.3m | New |
| Loews Corp 0.18% of their portfolio | 320.0k $20.8m | New |
| TD Asset Management Inc 0.02% of their portfolio | 307.8k $19.4m | New |
| APG Asset Management N.V. 0.05% of their portfolio | 283.1k $15.4m | New |
| Mirae Asset Global Investments Co., Ltd. 0.05% of their portfolio | 282.0k $18.4m | New |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 281.9k $18.3m | New |
| Giverny Capital Inc. 0.65% of their portfolio | 270.8k $17.6m | New |