AKO CAPITAL LLP: SUNBELT RENTALS HOLDINGS INC (SUNB): Quarterly 13F Position History
As of Q2 2026, AKO CAPITAL LLP reported 6,074,817 shares of SUNBELT RENTALS HOLDINGS INC (SUNB), worth $454.5M and representing 10.6% of its 13F equity book. Quarter-over-quarter share count change: + 2,889,533 (+90.7%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 6,074,817Shares Held (Latest Filing)
- $454.5MReported Market Value (Latest Filing)
- 10.6%Portfolio Weight (% of 13F Equity Book)
- +2,889,533Quarter-over-Quarter Share Change
- +$247.1MQuarter-over-Quarter Value Change
- 6,074,817Peak Reported Shares (Historical)
Recent initiation: AKO CAPITAL LLP first reported SUNB on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 6,074,817 | +2,889,533 | +90.7% | $454.5M | 10.6% | $74.8 |
| Q1 2026 | 3,185,284 | – | – | $207.3M | 4.1% | $65.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did AKO CAPITAL LLP first disclose a SUNB position in 13F-HR filings?
AKO CAPITAL LLP first reported SUNBELT RENTALS HOLDINGS INC (SUNB) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was AKO CAPITAL LLP's most recent quarter-over-quarter share-count change in SUNB?
Between Q1 2026 and Q2 2026, AKO CAPITAL LLP added 2,889,533 shares of SUNB (+90.7%), bringing the total reported position to 6,074,817 shares at a market value of $454.5M.
Does the implied price-per-share represent AKO CAPITAL LLP's cost basis in SUNB?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.