Giverny Capital SUNB trades
Francois Rochon
Francois Rochon Sunbelt Rentals Holdings, Inc stake
total: 126
Trades details
- Total transactions:
- 2
- New positions:
- 1
- Reduced:
- 1
- Held since:
- 2026 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Francois Rochon holds 246,369 Sunbelt Rentals Holdings, Inc (SUNB) shares with a market value of roughly $21.59M accounting for 0.73% of the overall portfolio. To date, the estimated cost basis is nearly $65.09 for "buy" trades and estimated average "sell" price is $87.65. Giverny Capital first purchased SUNB in 2026 Q1, initially acquiring 270,843 shares. Since the initial investment in Sunbelt Rentals Holdings, Inc (SUNB), Giverny Capital has made 1 more transaction.
When did Francois Rochon buy Sunbelt Rentals Holdings, Inc (SUNB)?
Francois Rochon first invested in Sunbelt Rentals Holdings, Inc (SUNB) in 2026 Q1 at the reported quarter-end price of $65.09 per share.
What's the cost basis of Giverny Capital's SUNB stake?
The estimated cost basis for Sunbelt Rentals Holdings, Inc (SUNB) stake is around $65.09 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $65.09
- Weighted AVG sell price:
- $87.65
Francois Rochon's historical trades in Sunbelt Rentals Holdings, Inc
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.73%
|
246,369
|
$87.65
|
$21,593,757
|
-9.04% (-24,474)
|
-0.08%
|
|
2026 Q1
|
0.65%
|
270,843
|
$65.09
|
$17,629,171
|
new
|
+0.65%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.