Davis Capital Management
Position in SUNB — Sunbelt Rentals Holdings, Inc.
CIK 1811806
JACKSONVILLE, FL
Position in SUNB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$50,945
New position
Shares Held
681
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#397
of 492 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Davis Capital Management holds $106,392 across 7 Rental & Leasing Services names. SUNB ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
48 | $54,378 | |
| 2 | SUNB |
Sunbelt Rentals Holdings, Inc.
This page
|
681 | $50,945 | |
| 3 | AER |
AerCap Holdings N.V.
|
4 | $583 | |
| 4 | WSC |
WillScot Holdings Corp
|
10 | $288 | |
| 5 | PRG |
PROG Holdings, Inc.
|
2 | $93 | |
| 6 | VSTS |
Vestis Corp
|
6 | $87 | |
| 7 | HTZ |
Hertz Global Holdings, Inc
|
8 | $18 |
All Filings in SUNB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,945 | 681 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||