Waverly Advisors, LLC

Position in SUNB — Sunbelt Rentals Holdings, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in SUNB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,097,836

+$583,560 QoQ

Shares Held

14,675

+85.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#249

of 495 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Waverly Advisors, LLC holds $5,276,928 across 3 Rental & Leasing Services names. SUNB ranks #3 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQPT	EquipmentShare.com Inc	121,407	$2,386,861
2	URI	United Rentals, Inc.	1,582	$1,792,231
3	SUNB	Sunbelt Rentals Holdings, Inc. This page	14,675	$1,097,836

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,097,836	14,675	+85.7%	Shares	Sole	2026-08-14
2026-03-31	$514,276	7,901	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.