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Form 13F security

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SUNB · Sunbelt Rentals Holdings, Inc.

Class SHS

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Tracked managers holding it

Share and principal positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Dodge & Cox2026-06-30$4,097M2.1%SH 54,761,610—
HARRIS ASSOCIATES L P — Bill Nygren — Oakmark2026-06-30$783M1.0%SH 10,461,105—
GARDNER RUSSO & QUINN LLC2026-06-30$441M4.9%SH 5,897,825—
Ruane, Cunniff & Goldfarb L.P.2026-06-30$319M5.0%SH 4,261,163—
BAILLIE GIFFORD & CO2026-06-30$214M0.2%SH 2,938,907—
Markel Group Inc.2026-06-30$73M0.6%SH 974,361—
SOROS FUND MANAGEMENT LLC2026-06-30$39M0.5%SH 516,034—
Point72 Asset Management, L.P.2026-06-30$32M<0.1%SH 431,766—
Giverny Capital Inc.2026-06-30$22M0.7%SH 246,369—
Brave Warrior Advisors, LLC2026-06-30$1.8M<0.1%SH 23,762—
BAILLIE GIFFORD & CO2026-06-30$0.7M<0.1%SH 9,483—
GAMCO INVESTORS, INC. ET AL2026-06-30<$1M<0.1%SH 3,500—
SEMPER AUGUSTUS INVESTMENTS GROUP LLC2026-06-30<$1M<0.1%SH 2,774—
First Eagle Investment Management, LLC2026-06-30<$1M<0.1%SH 1,868—

Total $6,022M across 13 of 69 managers.

Sums are across tracked reports, not unique economic ownership.

HARRIS ASSOCIATES L P — Combined report.

BAILLIE GIFFORD & CO — Combined report.

Markel Group Inc. — Combined report.

First Eagle Investment Management, LLC — Combined report.

First Eagle Investment Management, LLC — Amended: this view reflects the filer's restatement of 2026-08-24.

Giverny Capital Inc. — Amended: this view reflects the filer's restatement of 2026-08-26.

Filed rows (19) — as filed

The filer reports some securities in multiple rows; rows are shown as filed.

ManagerClassPut/callValue% of portfolioSH/PRN qtySource
Dodge & CoxSHS—$4,097M2.1%SH 54,761,6100001193125-26-349535
HARRIS ASSOCIATES L PSHS—$776M1.0%SH 10,371,1550000813917-26-000042
GARDNER RUSSO & QUINN LLCCOM—$441M4.9%SH 5,897,8250000860643-26-000005
Ruane, Cunniff & Goldfarb L.P.SHS—$319M5.0%SH 4,261,1630000919574-26-005176
BAILLIE GIFFORD & COCOM—$89M<0.1%SH 1,217,5570001088875-26-000057
Markel Group Inc.SHS—$73M0.6%SH 974,3610001096343-26-000065
BAILLIE GIFFORD & COCOM—$54M<0.1%SH 734,2090001088875-26-000057
BAILLIE GIFFORD & COCOM—$43M<0.1%SH 585,7000001088875-26-000057
SOROS FUND MANAGEMENT LLCSHS—$39M0.5%SH 516,0340000902664-26-003507
Point72 Asset Management, L.P.SHS—$32M<0.1%SH 431,7660000919574-26-005520
BAILLIE GIFFORD & COCOM—$29M<0.1%SH 401,4410001088875-26-000057
Giverny Capital Inc.SHS—$22M0.7%SH 246,3690001641864-26-000010
HARRIS ASSOCIATES L PSHS—$6.7M<0.1%SH 89,9500000813917-26-000042
Brave Warrior Advisors, LLCSHS—$1.8M<0.1%SH 23,7620001172661-26-003728
BAILLIE GIFFORD & COCOM—$0.7M<0.1%SH 9,4010001088875-26-000057
GAMCO INVESTORS, INC. ET ALEQUITY—<$1M<0.1%SH 3,5000001140361-26-032508
SEMPER AUGUSTUS INVESTMENTS GROUP LLCSHS—<$1M<0.1%SH 2,7740001941040-26-000625
First Eagle Investment Management, LLCSHS—<$1M<0.1%SH 1,8680001325447-26-000033
BAILLIE GIFFORD & COCOM—<$1M<0.1%SH 820001088875-26-000057

Quarter-to-quarter notes

Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.

Newly reported by GAMCO INVESTORS, INC. ET AL, Point72 Asset Management, L.P., SEMPER AUGUSTUS INVESTMENTS GROUP LLC.

Changes appear only where the prior quarter's validated report exists.

Filing details

First Eagle Investment Management, LLC — Superseded filing: 13F-HR filed 2026-08-05.

Giverny Capital Inc. — Superseded filing: 13F-HR filed 2026-08-14.