BAM
SUNB

Burkett Asset Management’s Sunbelt Rentals Holdings SUNB Stock Holding History

Burkett Asset Management’s Portfolio SUNB Stock Details SUNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.94M Sell
25,913
-3,461
-12% -$260K 1.81% 17
2026
Q1 		$1.91M Buy
+29,374
New +$2.06M 1.88% 18

Other funds holding SUNB

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Burkett Asset Management's SUNB Position: Q2 2026 in Review

Burkett Asset Management reduced its Sunbelt Rentals Holdings (SUNB) stake by 12% in Q2 2026, selling an estimated $260K and leaving 25,913 shares worth $1.94M. The position accounts for 1.81% of the portfolio, ranked #17.

Burkett Asset Management first reported a position in SUNB in Q1 2026 and has held it in 2 quarters since. 494 funds tracked by Wall St. Rank hold SUNB as of Q2 2026.

  • Burkett Asset Management held 25,913 shares of Sunbelt Rentals Holdings worth $1.94M as of Q2 2026.
  • Burkett Asset Management sold 3,461 Sunbelt Rentals Holdings shares in Q2 2026, an estimated $260K.
  • Sunbelt Rentals Holdings made up 1.81% of Burkett Asset Management's portfolio in Q2 2026, its #17 holding.
  • Burkett Asset Management first reported a position in Sunbelt Rentals Holdings in Q1 2026 and has held it in 2 quarters since.
  • 494 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q2 2026.

Based on Burkett Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.