Synergy Investment Management, LLC
Position in SUNB — Sunbelt Rentals Holdings, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in SUNB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,888
New position
Shares Held
453
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#404
of 492 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 36%
Shared 0%
None 64%
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Synergy Investment Management, LLC holds $53,146 across 2 Rental & Leasing Services names. SUNB ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUNB |
Sunbelt Rentals Holdings, Inc.
This page
|
453 | $33,888 | |
| 2 | URI |
United Rentals, Inc.
|
17 | $19,258 |
All Filings in SUNB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,888 | 453 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||