53
SUNB
SUNBELT RENTALS HOLDINGS INC · Industrials
Consensus score 53/100 · #10 this quarter · tier-weighted across tracked managers
Cluster buy: 8 tracked managers opened a new SUNB position this quarter.
↓DivergingPrice action since filingas of 2026-07-10
vs 50-day avg
-2.5%
21-day momentum
-10.5%
recent volume
1.55×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Holders
8
tracked managers
New this Q
8
opened a position
Avg weight
4.4%
of their portfolios
Combined value
$1.23B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Dorsey Asset Management Concentrated | 11.4% | $144M | NEW |
| Broad Run Investment Mgmt Concentrated | 7.8% | $44M | NEW |
| Ruane Cunniff / Sequoia Quality compounder | 5.9% | $357M | NEW |
| Gardner Russo & Quinn Graham/global value | 4.6% | $394M | NEW |
| AKO Capital Concentrated | 4.1% | $207M | NEW |
| Giverny Capital Quality compounder | 0.6% | $18M | NEW |
| Markel Group Concentrated | 0.5% | $63M | NEW |
| Brave Warrior Concentrated | 0.0% | $2M | NEW |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.