AC
AKO Capital disclosed new in SUNBELT RENTALS HOLDINGS INC
AKO Capital filed a 13F change in SUNBELT RENTALS HOLDINGS INC (866966104) on 2026-05-15, covering period end 2026-03-31.
Action
New
Capital
$207,330 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
28 changes from AKO Capital, filed 2026-05-15 for period end 2026-03-31.
$5.1M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
G3643J108 FLUTTER ENTMT PLC | Reduced | -$620,236 | $49,652 | 12.14% |
571748102 MARSH & MCLENNAN COS INC | Reduced | -$230,109 | $45,362 | 4.50% |
217204106 COPART INC | Reduced | -$226,198 | $9,099 | 4.43% |
594918104 MICROSOFT CORP | Reduced | -$221,484 | $272,154 | 4.34% |
866966104 SUNBELT RENTALS HOLDINGS INC | New | $207,330 | $207,330 | 4.06% |
461202103 INTUIT | Sold out | -$158,236 | $0 | 3.10% |
615369105 MOODYS CORP | Reduced | -$153,429 | $222,847 | 3.00% |
92826C839 VISA INC | Reduced | -$145,571 | $358,738 | 2.85% |
969457100 WILLIAMS COS INC | New | $129,251 | $129,251 | 2.53% |
294429105 EQUIFAX INC | Reduced | -$93,489 | $72,708 | 1.83% |
H01301128 ALCON AG | Increased | $86,253 | $695,604 | 1.69% |
863667101 STRYKER CORPORATION | New | $82,109 | $82,109 | 1.61% |
9158106 AIR PRODUCTS AND CHEMICALS I | New | $67,788 | $67,788 | 1.33% |
142339100 CARLISLE COS INC | New | $67,183 | $67,183 | 1.32% |
G54950103 LINDE PLC | Increased | $60,999 | $66,745 | 1.19% |
369604301 GE AEROSPACE | Reduced | -$58,850 | $282,875 | 1.15% |
303250104 FAIR ISAAC CORP | Reduced | -$54,873 | $135,804 | 1.07% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Reduced | -$43,827 | $293,728 | 0.86% |
941848103 WATERS CORP | Reduced | -$42,904 | $243,281 | 0.84% |
N3167Y103 FERRARI N V | Reduced | -$40,738 | $310,801 | 0.80% |
23135106 AMAZON COM INC | Reduced | -$40,523 | $360,551 | 0.79% |
57636Q104 MASTERCARD INCORPORATED | Increased | $20,593 | $77,743 | 0.40% |
09857L108 BOOKING HOLDINGS INC | Reduced | -$19,021 | $210,192 | 0.37% |
79466L302 SALESFORCE INC | Reduced | -$16,582 | $66,231 | 0.32% |
32654105 ANALOG DEVICES INC | Reduced | -$10,928 | $327,532 | 0.21% |
17275R102 CISCO SYS INC | Reduced | -$3,693 | $236,156 | 0.07% |
13646K108 CANADIAN PACIFIC KANSAS CITY | Reduced | -$1,608 | $216,142 | 0.03% |
759530108 RELX PLC | New | $777 | $777 | 0.02% |