Turtle Creek Asset Management’s Sunbelt Rentals Holdings SUNB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$116M Sell
1,548,907
-652,380
-30% -$48.9M 4.53% 8
2026
Q1
$143M Buy
+2,201,287
New +$155M 5.36% 5

Other funds holding SUNB

Turtle Creek Asset Management's SUNB Position: Q2 2026 in Review

Turtle Creek Asset Management reduced its Sunbelt Rentals Holdings (SUNB) stake by 30% in Q2 2026, selling an estimated $48.9M and leaving 1,548,907 shares worth $116M. The position accounts for 4.53% of the portfolio, ranked #8.

Turtle Creek Asset Management first reported a position in SUNB in Q1 2026 and has held it in 2 quarters since. The position peaked at $143M in Q1 2026. 494 funds tracked by Wall St. Rank hold SUNB as of Q2 2026.

  • Turtle Creek Asset Management held 1,548,907 shares of Sunbelt Rentals Holdings worth $116M as of Q2 2026.
  • Turtle Creek Asset Management sold 652,380 Sunbelt Rentals Holdings shares in Q2 2026, an estimated $48.9M.
  • Sunbelt Rentals Holdings made up 4.53% of Turtle Creek Asset Management's portfolio in Q2 2026, its #8 holding.
  • Turtle Creek Asset Management first reported a position in Sunbelt Rentals Holdings in Q1 2026 and has held it in 2 quarters since.
  • Turtle Creek Asset Management's Sunbelt Rentals Holdings position peaked at $143M in Q1 2026.
  • 494 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q2 2026.

Based on Turtle Creek Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.