Follow-The-Filings

Security

SUI

Sun Cmntys Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 1 new 1 exit max 1.9% (Third Avenue Management LLC)

owners 15
max % 1.9%
tracked value $4.8B
qoq N 1 A 3 R 9 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Third Avenue Management LLC 2026 Q1 1.9% Reduce -0.31 pp 91,455 $12M hist
Dodge & Cox 2026 Q1 1.0% Reduce +0.02 pp 14,266,030 $1.8B hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.08 pp 6,079,930 $753M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce -0.05 pp 421,928 $53M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce -0.01 pp 16,664,977 $2.1B hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.03 pp 235,675 $30M hist
Christopher Davis - Davis Selected Advisers 2026 Q1 0.0% Add 0.00 pp 43,430 $5M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.01 pp 48,162 $6M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 579,938 $73M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.03 pp 175,350 $22M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 114,255 $14M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 30,100 $4M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 10,855 $1M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 6,100 $756 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 253 $32 hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 151,440 $19M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue
Gross profit
Gross margin
Net income -$44.9M $103.6M $1.41B
Net margin

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets
Total non-current assets
Total assets $17.35B $16.55B $12.52B
Total current liabilities
Total non-current liabilities
Total equity $7.68B $7.08B $6.96B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $790.5M $861M $864.2M
Cash from investing -$919.5M -$267.4M $4.93B
Cash from financing $80.3M -$571.6M -$5.22B
Net change in cash -$47.7M $21.2M $572.2M

ownership over time

filing count by report period · click a bar for that quarter’s holders