Sunbelt Rentals Holdings, Inc (SUNB) grew to 10.59% of Nicolai Tangen's AKO Capital portfolio in 2026 Q2, from 4.06%, according to the 13F-HR filed with the SEC on August 12, 2026. The share count rose 91% to 6.07M shares, and the position is worth about $454.5M and ranks 2nd of 22 stocks by weight.
What did the 2026 Q2 filing report for SUNB?
As of June 30, 2026, from the 13F-HR filed August 12, 2026.
| Before | After | |
|---|---|---|
| Shares | 3.19M | 6.07M |
| Shares added | +2.89M (91%) | |
| Reported value | $207.3M | $454.5M |
| Portfolio weight | 4.06% | 10.59% |
| Rank in portfolio | 2nd of 22 |
How much did Nicolai Tangen add to SUNB?
Nicolai Tangen added 2.89M shares of SUNB during 2026 Q2, taking the stake from 3.19M to 6.07M. The reported value of the position rose by about $247.1M, from about $207.3M to about $454.5M.
Where does SUNB sit in the Nicolai Tangen portfolio?
SUNB ranks 2nd of 22 stock positions in the Nicolai Tangen portfolio at 10.59%, above the fund's average stock position of 5%. The SUNB addition was the largest of the quarter's 27 position changes by percent change to portfolio. The largest stock position is ALC at 15.19%. Next come SUNB at 10.59% and V at 7.87%. The three largest stocks together are 33.65% of the book. Across the 2026 Q2 portfolio, Nicolai Tangen reported 22 stock positions, with none opened and 5 closed. The total portfolio value is about $4.3B, down 16% from the prior quarter.
How long has Nicolai Tangen held SUNB?
Nicolai Tangen first reported SUNB in the quarter ended March 31, 2026. Every reported trade is on the Nicolai Tangen SUNB trade history page.
Did other funds buy or sell SUNB in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 12, 2026, 8 hold SUNB. Of those, 5 trimmed the position this quarter and none added. The largest buyer of SUNB this quarter was Christopher Bloomstran. The largest sellers were Thomas Russo, Pat Dorsey and Andrew Brenton. Every tracked holder of SUNB is on the SUNB ownership page.
FAQ
How many SUNB shares did Nicolai Tangen buy in 2026 Q2?
Nicolai Tangen added 2.89M shares of SUNB, a 91% increase, to 6.07M shares.
What is the SUNB position of Nicolai Tangen worth now?
The SUNB position of Nicolai Tangen is worth about $454.5M at June 30, 2026 prices, 10.59% of the portfolio.
Is SUNB a top holding of Nicolai Tangen?
SUNB ranks 2nd of 22 stock positions in the Nicolai Tangen portfolio, at 10.59%.
Did other funds add to SUNB in 2026 Q2?
Among the 8 other tracked funds that hold SUNB, none added to it in 2026 Q2 and 5 trimmed it.