Lountzis Asset Management SUNB trades
Paul Lountzis
Paul Lountzis Sunbelt Rentals Holdings, Inc stake
total: 144
Trades details
- Total transactions:
- 1
- New positions:
- 1
- Held since:
- 2026 Q3
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q3
According to 2026 Q3 report, Paul Lountzis holds 6,179 Sunbelt Rentals Holdings, Inc (SUNB) shares with a market value of roughly $454.22K accounting for 0.15% of the overall portfolio. To date, the estimated cost basis is nearly $73.51 for "buy" trades. Lountzis Asset Management first purchased SUNB in 2026 Q3, initially acquiring 6,179 shares.
When did Paul Lountzis buy Sunbelt Rentals Holdings, Inc (SUNB)?
Paul Lountzis first invested in Sunbelt Rentals Holdings, Inc (SUNB) in 2026 Q3 at the reported quarter-end price of $73.51 per share.
What's the cost basis of Lountzis Asset Management's SUNB stake?
The estimated cost basis for Sunbelt Rentals Holdings, Inc (SUNB) stake is around $73.51 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $73.51
Paul Lountzis's historical trades in Sunbelt Rentals Holdings, Inc
1 result
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q3
|
0.15%
|
6,179
|
$73.51
|
$454,218
|
new
|
+0.15%
|
* 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.