SUNB

Sunbelt Rentals Holdings, Inc.

Technology · Business Services & Software · FORT MILL, SC · CIK 0002083785

The business

Sunbelt Rentals Holdings, Inc. (NYSE: SRH, LSE: SRH) operates as one of the largest international equipment rental companies, conducting operations under the Sunbelt Rentals brand across North America and the United Kingdom. The company's website is www.sunbeltrentals.com.

The company generates revenue primarily through short-term rental of construction, industrial, and general equipment, complemented by sales of used rental equipment and new merchandise. Sunbelt Rentals maintains an extensive rental fleet comprising mobile elevating work platforms, skid steers, forklifts, excavators, lighting equipment, and small general tools, alongside specialized offerings including power and HVAC equipment, climate control systems, scaffold services, flooring solutions, pump solutions, and film and television equipment. The original cost of the rental equipment fleet totaled $19.2 billion as of April 30, 2026, with an average fleet age of approximately 53 months.

The company operates through three reportable segments: North America–General Tool, representing 58 percent of revenue; North America–Specialty, representing 33 percent of revenue; and United Kingdom, representing 9 percent of revenue. As of April 30, 2026, Sunbelt Rentals operated 1,611 stores across North America and the United Kingdom, including 1,428 locations across all 50 U.S. states and eight Canadian provinces, and 183 locations throughout the United Kingdom and limited operations in Ireland, Germany, and the Netherlands. The company serves approximately 800,000 customers in the United States, with a highly diversified customer base ranging from multinational corporations to individual do-it-yourselfers across construction, industrial, maintenance, emergency response, and government sectors.

Sunbelt Rentals is positioned as the second-largest equipment rental business in North America and the largest in the United Kingdom by rental revenue. The company completed a redomiciliation in February 2026, transitioning from Ashtead Group plc to become a U.S.-domiciled holding company with listings on both the New York Stock Exchange and London Stock Exchange. Fiscal year 2026 revenue totaled $11.2 billion, reflecting the company's scale and market position within the equipment rental industry.

Ownership

Who holds Sunbelt Rentals Holdings, Inc. — from fund N-PORT and institutional 13F filings · N-PORT 2026Q1 · 13F 2026-03-31

186
funds hold it
7 of 36
superinvestors hold it
$7.43B
fund-held value

Top fund holders

Fund% of fundValue
Dodge & Cox Stock Fund
DODGX · Dodge & Cox Funds
1.50%$1.72B
Dodge & Cox International Stock Fund
DODFX · Dodge & Cox Funds
1.45%$886.77M
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.04%$859.54M
VANGUARD MID-CAP INDEX FUND
VO · VANGUARD INDEX FUNDS
0.30%$584.91M
VANGUARD EQUITY INCOME FUND
VEIPX · VANGUARD FENWAY FUNDS
0.61%$384.10M

Superinvestors in Sunbelt Rentals Holdings, Inc.

Bill NygrenNEW
Harris Associates (Oakmark)
1.0%
Tom RussoNEW
Gardner Russo & Quinn
4.6%
Ruane CunniffNEW
Ruane, Cunniff & Goldfarb (Sequoia)
5.9%

Share of each manager's reported 13F portfolio.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

15 years of Sunbelt Rentals Holdings, Inc.'s financials

Income statement, balance sheet and cash flow across 15 years, every filing with its disclosures, and each number traceable to the filing it came from — free with an account, no card required.

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