18
SUNB
SUNBELT RENTALS HOLDINGS INC · Industrials
Consensus score 18/100 · #33 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-10-14
vs 50-day avg
+1.5%
21-day momentum
+5.2%
recent volume
0.72×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Holders
9
tracked managers
New this Q
1
opened a position
Avg weight
3.9%
of their portfolios
Combined value
$1.45B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| AKO Capital Concentrated | 10.6% | $454M | ADD |
| Broad Run Investment Mgmt Concentrated | 7.9% | $51M | HOLD |
| Dorsey Asset Management Concentrated | 5.5% | $86M | TRIM |
| Ruane Cunniff / Sequoia Quality compounder | 5.0% | $319M | TRIM |
| Gardner Russo & Quinn Graham/global value | 4.9% | $441M | TRIM |
| Giverny Capital Quality compounder | 0.7% | $22M | TRIM |
| Markel Group Concentrated | 0.6% | $73M | ADD |
| Brave Warrior Concentrated | 0.0% | $2M | HOLD |
| Semper Augustus Concentrated | 0.0% | $208K | 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.