RCG
SUNB

Ruane, Cunniff & Goldfarb’s Sunbelt Rentals Holdings SUNB Stock Holding History

Ruane, Cunniff & Goldfarb’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 		$319M Sell
4,261,163
-1,227,098
-22% -$92M 4.96% 9
2026
Q1 		$357M Buy
+5,488,261
New +$385M 5.93% 8

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

Ruane, Cunniff & Goldfarb's SUNB Position: Q2 2026 in Review

Ruane, Cunniff & Goldfarb reduced its Sunbelt Rentals Holdings (SUNB) stake by 22% in Q2 2026, selling an estimated $92M and leaving 4,261,163 shares worth $319M. The position accounts for 4.96% of the portfolio, ranked #9.

Ruane, Cunniff & Goldfarb first reported a position in SUNB in Q1 2026 and has held it in 2 quarters since. The position peaked at $357M in Q1 2026. 494 funds tracked by Wall St. Rank hold SUNB as of Q2 2026.

  • Ruane, Cunniff & Goldfarb held 4,261,163 shares of Sunbelt Rentals Holdings worth $319M as of Q2 2026.
  • Ruane, Cunniff & Goldfarb sold 1,227,098 Sunbelt Rentals Holdings shares in Q2 2026, an estimated $92M.
  • Sunbelt Rentals Holdings made up 4.96% of Ruane, Cunniff & Goldfarb's portfolio in Q2 2026, its #9 holding.
  • Ruane, Cunniff & Goldfarb first reported a position in Sunbelt Rentals Holdings in Q1 2026 and has held it in 2 quarters since.
  • Ruane, Cunniff & Goldfarb's Sunbelt Rentals Holdings position peaked at $357M in Q1 2026.
  • 494 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q2 2026.

Based on Ruane, Cunniff & Goldfarb's 13F filing for Q2 2026, filed 14 Aug 2026.