← Top Holdings
SUNBSunbelt Rentals Holdings, Inc.
CUSIP: 866966104
8
Guru Owners
$4.43B
Total Value Held
71.3M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Dodge & Cox | 53101847 | $3.46B | 1.90% | $65.09 | Q1 2026 | |
| Gardner Russo & Gardner | 6049133 | $393.7M | 4.63% | $65.09 | Q1 2026 | |
| Ruane, Cunniff & Goldfarb | 5488261 | $357.2M | 5.93% | $65.09 | Q1 2026 | |
| Dorsey Asset Management | 2204996 | $143.5M | 11.43% | $65.09 | Q1 2026 | |
| Markel Group | 963361 | $62.7M | 0.53% | $65.09 | Q1 2026 | |
| Giverny Capital | 270843 | $17.6M | 0.65% | $65.09 | Q1 2026 | |
| Brave Warrior Advisors | 23762 | $1.5M | 0.04% | $65.09 | Q1 2026 | |
| AKO Capital | 3185284 | $207K | 4.06% | $0.07 | Q1 2026 |
📊 Fundamentals
Market Cap$28.5B
P/E Ratio22.1x
Near market avg
Forward P/E14.6x
P/FCF14.5x
EPS (TTM)$3.15
Revenue (TTM)$11.2B
Profit Margin11.88%
Div Yield4.31%
Beta1.65
52-Week Range
$61.03
$86.68
Current: $69.61
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 22.1x trailing earnings → 14.6x forward · 11.9% profit margin
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
6%analyst est. 6.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
17.6%current: 17.6%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data