ELEVATION POINT WEALTH PARTNERS, LLC

Position in SUNB — Sunbelt Rentals Holdings, Inc.

CIK 1744349 DENVER, CO

Back to SUNB Full portfolio

Position in SUNB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$418,038

+$35,439 QoQ

Shares Held

5,588

-4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#311

of 492 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in SUNB Over Time

Shares Held

Position Value (USD)

Derivatives in SUNB

reported options exposure · as of Jun 30, 2026

CallValue

$13,465

CallShares

180

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Rental & Leasing Services

Industrials · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $5,963,197 across 5 Rental & Leasing Services names. SUNB ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc.	3,971	$4,498,706
2	HRI	Herc Holdings Inc	3,872	$555,012
3	SUNB	Sunbelt Rentals Holdings, Inc. This page	5,588	$418,038
4	AER	AerCap Holdings N.V.	1,714	$249,866
5	MGRC	Mcgrath Rentcorp	1,996	$241,575

All Filings in SUNB

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$418,038	5,588	-4.9%	Shares	Sole	2026-08-12
2026-06-30	$13,465	180	—	Call	Sole	2026-08-12
2026-03-31	$382,599	5,878	—	Shares	Sole	2026-04-27
No filing history on record for this holder in this stock.