Position in SUNB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$185,326,811
+$57,460,631 QoQ
Shares Held
2,477,300
+26.1% QoQ
Ownership
0.605%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#27
of 496 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in SUNB Over Time
Shares Held
Position Value (USD)
Derivatives in SUNB
reported options exposure · as of Mar 31, 2026CallValue
$26,426,540
CallShares
406,000
PutValue
$6,899,540
PutShares
106,000
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, 2026GOLDMAN SACHS GROUP INC holds $1,861,402,203 across 16 Rental & Leasing Services names. SUNB ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
903,404 | $1,023,457,355 | |
| 2 | R |
Ryder System Inc
|
865,547 | $228,305,330 | |
| 3 | SUNB |
Sunbelt Rentals Holdings, Inc.
This page
|
2,477,300 | $185,326,811 | |
| 4 | AER |
AerCap Holdings N.V.
|
839,254 | $122,346,447 | |
| 5 | HRI |
Herc Holdings Inc
|
426,994 | $61,205,319 | |
| 6 | CAR |
Avis Budget Group, Inc.
|
258,159 | $38,163,644 | |
| 7 | GATX |
Gatx Corp
|
206,562 | $36,600,720 | |
| 8 | WSC |
WillScot Holdings Corp
|
1,048,487 | $30,259,334 |
All Filings in SUNB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,326,811 | 2,477,300 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $26,426,540 | 406,000 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $127,866,180 | 1,964,452 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $6,899,540 | 106,000 | Put | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||