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Thomas Russo

Gardner Russo & Quinn

Thomas Russo Sunbelt Rentals Holdings, Inc stake

total: 273

Gardner Russo & Quinn SUNB trades

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, Thomas Russo holds 5,897,825 Sunbelt Rentals Holdings, Inc (SUNB) shares with a market value of roughly $441.22M accounting for 4.94% of the overall portfolio. To date, the estimated cost basis is nearly $65.09 for "buy" trades and estimated average "sell" price is $74.81. Gardner Russo & Quinn first purchased SUNB in 2026 Q1, initially acquiring about 6.05M shares. Since the initial investment in Sunbelt Rentals Holdings, Inc (SUNB), Gardner Russo & Quinn has made 1 more transaction.

How many SUNB shares does Thomas Russo currently hold?

According to 2026 Q2 report, Thomas Russo holds 5,897,825 shares of Sunbelt Rentals Holdings, Inc (SUNB), valued at around $441.22M.

When did Thomas Russo buy Sunbelt Rentals Holdings, Inc (SUNB)?

Thomas Russo 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 Gardner Russo & Quinn'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:
$74.81

Thomas Russo'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
4.94%
5,897,825
$74.81
$441,216,288
-2.50% (-151,308)
-0.13%
2026 Q1
4.63%
6,049,133
$65.09
$393,738,067
new
+4.63%
* 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.
* 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.