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NYSE · Industrials

Sunbelt Rentals Holdings Inc SUNB

Sunbelt Rentals is a North American equipment-rental platform serving construction, maintenance, entertainment, government, emergency response, agriculture, and industrial customers. The thesis is tied to rental penetration, large-project demand, specialty rental mix, fleet investment, and cash-flow discipline.

Sources Quartr company materials quartr.com
Rental & Leasing Services

Company profile

Business mix

  • General equipment rental: broad fleet used across construction, repair, maintenance, and commercial projects.
  • Specialty rental: higher-service categories such as power, climate control, trench safety, flooring, and other project-specific needs.
  • Digital and operating platform: Sunbelt 4.0, fleet systems, and customer tools are intended to improve utilization and service levels.

Current key questions

  • Can rental penetration and large projects offset slower nonresidential construction cycles?
  • Does specialty rental continue to lift mix, margins, and customer stickiness?
  • Can fleet capex, dividends, buybacks, and free cash flow stay balanced through a downturn?
Holders 9 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 24.4 FCF 7.37% Buyback 2.79%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 1.0% $758.5M 2026-03-31
Gardner Russo & Quinn Thomas Russo 4.6% $393.7M 2026-03-31
Sequoia Fund 5.9% $357.2M 2026-03-31
Baillie Gifford legacy James Anderson 0.2% $194.9M 2026-03-31
Dorsey Asset Management Pat Dorsey 11.4% $143.5M 2026-03-31
Markel Group Tom Gayner 0.5% $62.7M 2026-03-31
Soros Fund Management George Soros 0.4% $35.5M 2026-03-31
Giverny Capital Francois Rochon 0.6% $17.6M 2026-03-31
Lyrical Asset Management 0.2% $12.4M 2026-03-31

Recent trading changes over the last 1 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 9 Last 1 13F filing periods
Net reducers 0 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $2.0B Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +30,478,837 / 0
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$35.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +546,114 (New) Total shares 546,114 Value $35.5M
Giverny Capital Francois Rochon 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$17.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +270,843 (New) Total shares 270,843 Value $17.6M
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$758.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +11,653,333 (New) Total shares 11,653,333 Value $758.5M
Dorsey Asset Management Pat Dorsey 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$143.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +2,204,996 (New) Total shares 2,204,996 Value $143.5M
Sequoia Fund 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$357.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +5,488,261 (New) Total shares 5,488,261 Value $357.2M
Gardner Russo & Quinn Thomas Russo 1 filing periods
13F 2026-03-31 Filed 2026-05-13
New Shares - 13F value change +$393.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 0 Last 1 periods +6,049,133 (New) Total shares 6,049,133 Value $393.7M
Lyrical Asset Management 1 filing periods
13F 2026-03-31 Filed 2026-05-11
New Shares - 13F value change +$12.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 0 Last 1 periods +190,983 (New) Total shares 190,983 Value $12.4M
Baillie Gifford legacy James Anderson 1 filing periods
13F 2026-03-31 Filed 2026-05-08
New Shares - 13F value change +$194.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 0 Last 1 periods +3,111,813 (New) Total shares 3,111,813 Value $194.9M
Markel Group Tom Gayner 1 filing periods
13F 2026-03-31 Filed 2026-05-01
New Shares - 13F value change +$62.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 0 Last 1 periods +963,361 (New) Total shares 963,361 Value $62.7M

Recent mentions

No public mentions.