Giverny Capital
SUNB · Factories & machines

Sunbelt Rentals

Rents out construction gear like diggers, lifts and generators.
Sold some
Giverny Capital still owns 246,369 shares of Sunbelt Rentals, worth about $22 million, or less than $1 of every $100 they have in stocks. Between April and June they sold 24,474 shares (down 9%).
Mar 31
270,843
Jun 30
246,369

The numbers

Shares they own
246,369
Change since Mar 31
−24,474
−9.0%
Shares on Mar 31
270,843
Value on Jun 30, 2026
$21,593,757
about $22 million
Share of their money
0.7%
less than $1 of every $100 · 31st of 49
Price per share on Jun 30
$87.65
Value of the shares they sold
about $2 million
at the Jun 30 price
Kind
Shares
More about Sunbelt Rentals
The value uses the price on Jun 30, 2026. The fund may have paid a different price.
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works