Follow-The-Filings

Security

URI

Sunbelt Rentals Holdings Inc. · SHS

CUSIP 866966104 Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 16 new max 35.4% (Abrams Bison - Abrams Bis...)

grid → activity → earnings →
owners 17
rank #81
master % 0.24%
max % 35.4%
tracked value $6.3B
qoq N 16

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Abrams Bison - Abrams Bison Investments, LLC 2026 Q1 35.4% New 35.4% 12,561,085 $818M hist
Pat Dorsey - Dorsey Asset Management, LLC 2026 Q1 11.4% New 11.4% 2,204,996 $144M hist
Ruane, Cunniff & Goldfarb L.P. 2026 Q1 5.9% New 5.9% 5,488,261 $357M hist
Thomas Russo - Gardner Russo & Quinn LLC 2026 Q1 4.6% New 4.6% 6,049,133 $394M hist
Ako Capital LLP 2026 Q1 4.1% New 4.1% 3,185,284 $207M hist
Dodge & Cox 2026 Q1 1.9% New 1.9% 53,101,847 $3.5B hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 1.0% New 1.0% 11,653,333 $759M hist
Francois Rochon - Giverny Capital Inc. 2026 Q1 0.7% New 0.7% 270,843 $18M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.4% New 0.4% 546,114 $36M hist
Lyrical Asset Management - Lyrical Asset Management LP 2026 Q1 0.2% New 0.2% 190,983 $12M hist
Ancora Advisors LLC 2026 Q1 0.1% New 0.1% 44,000 $3M hist
Glenn Greenberg - Brave Warrior Advisors, LLC 2026 Q1 0.0% New 0.0% 23,762 $2M hist
Natixis Advisors, LLC 2026 Q1 0.0% New 0.0% 358,861 $23M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% New 0.0% 129,243 $8M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% New 0.0% 281,864 $18M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% New 0.0% 98,322 $6M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 7,146 $449 hist

17 current · options excluded

SEC filings

Recent issuer filings from EDGAR · CIK 0001067701 · 25 shown

Filed Form Detail Links
4 4 Filing Doc
10-Q 10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
4 4 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
8-K 5.07,9.01 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
10-Q 10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
4 4 Filing Doc
DEFA14A DEFA14A Filing Doc
4 4 Filing Doc

Updated 5 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

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

Income statement

line FY2023 FY2024 FY2025
Revenue $3.4B $3.59B $3.7B
Gross profit $1.24B $1.35B $1.36B
Gross margin * 36.6% 37.5% 36.7%
Net income $451M $542M $518M
Net margin * 13.3% 15.1% 14.0%

Balance sheet

line FY2023 FY2024 FY2025
Total current assets $2.93B $3.25B $3.61B
Total non-current assets * $22.66B $24.91B $26.26B
Total assets $25.59B $28.16B $29.87B
Total current liabilities $3.64B $3.32B $3.82B
Total non-current liabilities * $13.82B $16.22B $17.08B
Total equity $8.13B $8.62B $8.97B

Cash flow

line FY2023 FY2024 FY2025
Cash from operations $4.7B $4.55B $5.19B
Cash from investing -$2.98B -$4.15B -$3.37B
Cash from financing -$1.47B -$274M -$1.84B
Net change in cash $257M $94M $2M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings · CIK 0001067701

ownership over time

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

26Q1

period archive