Broad Run other Sunbelt Rentals Holdings Inc
Broad Run other $44.2M of disclosed value in Sunbelt Rentals Holdings Inc.
Signal
Investor Move
Action
Other
Capital
$44.2M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
25
New
1
Reduced/Sold
18
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| SUNB | Sunbelt Rentals Holdings Inc | New | $44.2M | 0.08% |
| AMAT | Applied Materials, Inc. | Increased | $50.7M | 0.02% |
| ASTS | AST SpaceMobile, Inc. | Increased | $121.2M | 0.01% |
| BN | Brookfield Corporation | Reduced | $49M | 0.01% |
| BAM | BROOKFIELD ASSET MGMT-A | Increased | $26.8M | 0.01% |
| GOOG | Alphabet Inc. | Reduced | $15.9M | 0.01% |
| AON | Aon plc | Reduced | $32.7M | 0.01% |
| MKL | Markel Corporation | Reduced | $39.6M | 0.01% |
| SHEN | SHENANDOAH TELECOMMUNICATION | Increased | $13.5M | 0.01% |
| DHR | Danaher Corporation | Reduced | $13.4M | 0% |
| ITOT | ITOT | Sold out | $0 | 0% |
| NVR | NVR, Inc. | Reduced | $17.6M | 0% |
| RH | Rh | Reduced | $8.7M | 0% |
| CDW | CDW CORP/DE | Reduced | $15.1M | 0% |
| TDG | TransDigm Group Incorporated | Reduced | $12.5M | 0% |
| CCOI | Cogent Communications Holdings, Inc. | Reduced | $12.5M | 0% |
| ORLY | O'Reilly Automotive, Inc. | Reduced | $35M | 0% |
| DIS | The Walt Disney Company | Reduced | $3.3M | 0% |
| HLT | Hilton Worldwide Holdings Inc. | Increased | $19.5M | 0% |
| AMT | American Tower Corporation | Reduced | $18.2M | 0% |