Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Sunbelt Rentals Holdings, Inc. (SUNB)
← All SUNB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 270,843 0.65 Buy 0.65 $61.85–76.77 · VW $69.74i
IPO/listing quarter
$17,629,171 SEC
Price snapshot:
Current price$73.82
Avg. buy price$65.09
+/- since buy13.41%
52-week low$60.40
52-week high$85.79