Sunbelt Rentals Holdings Inc (SUNB) — Who's Buying and Selling (13F, Q2 2026)

SUNB ranks #1186 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SUNB is a top-conviction position for Ako Capital LLP — at 10.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SUNB belongs to Dodge & Cox, but the position matters far more to Ako Capital LLP, who has 10.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Addenda Capital Inc. has added to its SUNB position for two straight quarters, increasing it by $3.6M to reach $12.9M today.

ASR Vermogensbeheer N.V. has trimmed its SUNB position for two straight quarters, cutting it by $33.5M while still holding $3.3M.

SUNB is down 0.6% today, but institutions show net buying of $3.3B this quarter — a divergence between today's price move and the underlying institutional flow.

SUNB posted net income of $1.3B over the trailing twelve months.

• Profitable — net income of $1.3B over the trailing twelve months
• Generated $3.8B in positive operating cash flow
• Current ratio of 0.90x — below the conventional 1.5x liquidity buffer
• Liabilities run 2.01x equity — a highly leveraged balance sheet worth noting