13F Portfolios

Ruane, Cunniff & Goldfarb L.P. — SUNBELT RENTALS HOLDINGS INC SUNB: Quarterly 13F Position History

Ruane, Cunniff & Goldfarb L.P. has reported SUNBELT RENTALS HOLDINGS INC (SUNB) on 1 13F-HR filing in Pactolio's tracked window, first appearing in Q1 2026. As of Q1 2026, the position is sized at 5,488,261 shares ($357.2M market value, 5.93% of the equity book).

Recent initiation: Ruane, Cunniff & Goldfarb L.P. first reported SUNB on the Q1 2026 filing — fewer than three quarters of history are available.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 1 quarter

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 5,488,261 $357.2M 5.93% $65.09

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, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Ruane, Cunniff & Goldfarb L.P. first disclose a SUNB position in 13F-HR filings?

Ruane, Cunniff & Goldfarb L.P. 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 1 reported quarter within Pactolio's tracked window.

What was Ruane, Cunniff & Goldfarb L.P.'s most recent quarter-over-quarter share-count change in SUNB?

Ruane, Cunniff & Goldfarb L.P. reported 5,488,261 shares of SUNB on the most recent 13F-HR filing (Q1 2026). Insufficient prior data for a quarter-over-quarter share-count comparison.

Does the implied price-per-share represent Ruane, Cunniff & Goldfarb L.P.'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.