Live Oak Private Wealth LLC
Position in SUNB — Sunbelt Rentals Holdings, Inc.
CIK 1799877
WILMINGTON, NC
Position in SUNB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,088,366
+$340,094 QoQ
Shares Held
54,650
-5.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#187
of 492 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUNB Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Live Oak Private Wealth LLC holds $4,088,366 across 1 Rental & Leasing Services name. SUNB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUNB |
Sunbelt Rentals Holdings, Inc.
This page
|
54,650 | $4,088,366 |
All Filings in SUNB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,088,366 | 54,650 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,748,272 | 57,586 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||