Dodge & Cox reports 12.8% stake in Sunbelt Rentals (NYSE: SUNB)

Rhea-AI Filing Summary

Sunbelt Rentals Holdings, Inc. reported that Dodge & Cox beneficially owns 53,101,847 shares of Common Stock, representing 12.8% of the class as reported on 03/31/2026. The filing states Dodge & Cox holds sole voting power for 51,069,892 shares and sole dispositive power for 53,101,847 shares. The filing notes some holdings are on behalf of clients, and Dodge & Cox Stock Fund holds 26,496,300 shares (6.4%).

Key Figures

Beneficial ownership: 53,101,847 shares Percent of class: 12.8% Sole voting power: 51,069,892 shares +3 more

6 metrics

Beneficial ownership 53,101,847 shares Amount beneficially owned as reported on 03/31/2026

Percent of class 12.8% Percent of Common Stock class reported on 03/31/2026

Sole voting power 51,069,892 shares Shares for which Dodge & Cox has sole voting power

Sole dispositive power 53,101,847 shares Shares for which Dodge & Cox has sole power to dispose

Dodge & Cox Stock Fund holding 26,496,300 shares Position held by Dodge & Cox Stock Fund (6.4%)

Reporting date 03/31/2026 Date tied to the Schedule 13G ownership figures

Key Terms

Schedule 13G, beneficially owned, sole dispositive power, investment company

4 terms

Schedule 13G regulatory

"Item 1. (a) Name of issuer: Sunbelt Rentals Holdings, Inc."

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

beneficially owned financial

"Item 4. (a) Amount beneficially owned: 53,101,847"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole dispositive power financial

"Item 4. (iii) Sole power to dispose or to direct the disposition of: 53,101,847"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

investment company regulatory

"Dodge & Cox Stock Fund, an investment company registered under the Investment Company Act of 1940"

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Accepted by SEC EDGAR 04/07/2026 - 12:41 PM Learn about SEC filing dates

FAQ

How many Sunbelt Rentals (SUNB) shares does Dodge & Cox report owning?

Dodge & Cox reports beneficial ownership of 53,101,847 shares of Sunbelt Rentals Common Stock, representing 12.8% of the class as of 03/31/2026. This is the aggregate position disclosed in the Schedule 13G filing.

Does Dodge & Cox have voting control over SUNB shares they report?

Yes. The filing discloses sole voting power for 51,069,892 shares and sole dispositive power for 53,101,847 shares. Shared voting or dispositive powers are reported as zero in the filing.

Is the Dodge & Cox stake in SUNB held for clients or the firm?

The filing states the position is held on behalf of clients, including registered investment companies and managed accounts. It identifies Dodge & Cox Stock Fund with 26,496,300 shares (6.4%) among those holdings.

What filing type reports Dodge & Cox's stake in SUNB and what does it mean?

This is a Schedule 13G filing, a passive beneficial-ownership report for holdings above 5%. It discloses ownership and voting/dispositive powers but indicates a non-active investor stance under the filing's terms.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Sunbelt Rentals Holdings, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

866966104

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 866966104

1

Names of Reporting Persons

Dodge & Cox

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CALIFORNIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 51,069,892.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 53,101,847.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

53,101,847.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

12.8 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Sunbelt Rentals Holdings, Inc.
(b)	Address of issuer's principal executive offices: 1799 Innovation Pt, Fort Mill, SC 29715
Item 2.
(a)	Name of person filing: Dodge & Cox
(b)	Address or principal business office or, if none, residence: 555 California Street 40th Floor, San Francisco, CA 94104
(c)	Citizenship: California, USA
(d)	Title of class of securities: Common Stock
(e)	CUSIP Number(s): 866966104
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 53,101,847
(b)	Percent of class: 12.8 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 51,069,892
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 53,101,847
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. The clients of Dodge & Cox, including investment companies registered under the Investment Company Act of 1940 and other managed accounts, have the right to receive or power to direct the receipt of dividends from, and the proceeds from the sale of, Sunbelt Rentals Holdings, Inc. Dodge & Cox Stock Fund, an investment company registered under the Investment Company Act of 1940, has an interest of 26,496,300 or 6.4%, of the class of securities reported herein.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Dodge & Cox

Signature:	/S/ Katherine M. Primas
Name/Title:	Chief Compliance Officer
Date:	04/07/2026