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Value GiantsValue investors’ 13F holdings, as a whole
Q2 2026 13FData as of Aug 18, 2026
SUNB · Industrials

Sunbelt Rentals Holdings, Inc

Q2 2026: held by 8 giants, composite weight 0.47%, consensus rank 33; this quarter 3 bought and 4 sold. Quarter-end price $74.81 (Jun 30, 2026).

Giants holding
8
previous quarter 7
Composite weight
0.47%
consensus rank 33
Quarter-end price
$74.81
Jun 30, 2026
Avg est. costest.
$65.99
vs quarter-end price +13%
I

Held by 8 Giants

Sorted by portfolio weight; click a name for that giant’s holding history.

How to Read This

Est. average cost: shares bought each quarter × (start + end price) ÷ 2, weighted; positions held before Q1 1999 (or the giant’s earliest electronic filing) start from that quarter’s price. 13F does not show actual trade prices.

GiantWeightSharesValueFirst boughtQuarters heldEst. avg costvs costThis quarter
AKO Capital10.6%6.07M$454.5MQ1 20262$67.40est.+11%Added
Pat Dorsey5.5%1.15M$86.1MQ1 20262$65.09est.+15%Trimmed
Ruane, Cunniff & Goldfarb5.0%4.26M$318.8MQ1 20262$65.09est.+15%Trimmed
Tom Russo4.9%5.90M$441.2MQ1 20262$65.09est.+15%Trimmed
Francois Rochon0.7%246.4K$21.6MQ1 20262$65.09est.+15%Trimmed
Tom Gayner0.6%974.4K$72.9MQ1 20262$65.14est.+15%Added
Glenn Greenberg0.0%23.8K$1.8MQ1 20262$65.09est.+15%Held
Christopher Bloomstran0.0%2.8K$208KQ2 20261$69.95est.+7%New
II

Cost Map: 8 of 8 Giants Have an Estimated Cost Below the Quarter-End Price

One row per giant: the dot is the estimated average cost (bigger = heavier weight); the gold line is the latest quarter-end price.

cost below price (paper gain)cost above price (paper loss)quarter-end price
Cost Map$60.00$65.00$70.00$75.00Pat DorseyRuane, Cunniff & Go…Tom RussoFrancois RochonGlenn GreenbergTom GaynerAKO CapitalChristopher Bloomst…
III

Quarter-End Price (Split-Adjusted)

From Q1 2026, the first quarter a giant held it; hover for holders, buyers and sellers that quarter.

How to Read This

Prices are 13F quarter-end value ÷ shares, roughly the quarter’s closing price, not live prices; prices before splits are converted to today’s share count.

Quarter-End Price$65.00$67.50$70.00$72.50Q1 2026Q2 2026
IV

More Giants or Fewer

Giants Holding

Giants Holding02468Q1 2026Q2 2026

Buyers and Sellers (Last 20 Quarters)

BoughtSold
Buyers and Sellers Each Quarter505Q1 2026Q2 2026

Composite Weight (Hover for Rank)

Composite Weight0.0%0.2%0.4%Q1 2026Q2 2026
V

Holding History

Open a giant: when the holding began, which quarters it changed, and how the estimated cost moved. The table lists quarters with trades plus the latest quarter.

How to Read This

In the chart, prices and cost are converted to today’s share count (split-adjusted); the table shows each quarter’s own figures. Est. trade price = (start + end price) ÷ 2, only a rough level.

AKO Capital 10.6% · since Q1 2026

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$65.00$67.50$70.00$72.50Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+2.89M6.07M10.6%$65.09 → $74.81$69.95$67.40
Q1 2026New+3.19M3.19M4.1%— → $65.09$65.09$65.09
Pat Dorsey 5.5% · since Q1 2026

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$65.00$67.50$70.00$72.50Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−1.05M1.15M5.5%$65.09 → $74.81$69.95$65.09
Q1 2026New+2.20M2.20M11.4%— → $65.09$65.09$65.09
Ruane, Cunniff & Goldfarb 5.0% · since Q1 2026

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$65.00$67.50$70.00$72.50Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−1.23M4.26M5.0%$65.09 → $74.81$69.95$65.09
Q1 2026New+5.49M5.49M5.9%— → $65.09$65.09$65.09
Tom Russo 4.9% · since Q1 2026

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$65.00$67.50$70.00$72.50Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−151.3K5.90M4.9%$65.09 → $74.81$69.95$65.09
Q1 2026New+6.05M6.05M4.6%— → $65.09$65.09$65.09
Francois Rochon 0.7% · since Q1 2026

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$65.00$67.50$70.00$72.50Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−24.5K246.4K0.7%$65.09 → $74.81$69.95$65.09
Q1 2026New+270.8K270.8K0.6%— → $65.09$65.09$65.09
Tom Gayner 0.6% · since Q1 2026

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$65.00$67.50$70.00$72.50Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+11.0K974.4K0.6%$65.09 → $74.81$69.95$65.14
Q1 2026New+963.4K963.4K0.5%— → $65.09$65.09$65.09
Glenn Greenberg 0.0% · since Q1 2026

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$65.00$67.50$70.00$72.50Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—23.8K0.0%$65.09 → $74.81—$65.09
Q1 2026New+23.8K23.8K0.0%— → $65.09$65.09$65.09
Christopher Bloomstran 0.0% · since Q2 2026

Giant page →

QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026New+2.8K2.8K0.0%$65.09 → $74.81$69.95$69.95