OakChart

Sunbelt Rentals Holdings Inc

SUNBIndustrials·Rental & Leasing Services·USA·Large·NYSE·Nov 11 • 10:12 AM ET

82.52+1.15 (1.41%)
2026-11-11 16:12 CET
Market cap
33,342.58 USD m
Revenue, TTM
11,468.00 USD m
Net income, TTM
1,390.00 USD m
Free cash flow, TTM
3,419.00 USD m
EPS diluted, TTM
3.38
P/E
24.44
Compare

Price

SUNB against its 20 and 50-day averages
2050beatmiss
65.0070.0075.0080.0085.0016.9M33.7MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26SUNBclose 82.5220-day 80.0050-day 76.1882.52

4.8% under 86.68 on 18 Jun 2026. Last 15 sessions, 13.8% high to low

Profile

SUNB
52-week range, 84% of the way up
61.0386.68

Sunbelt Rentals Holdings, Inc. is an equipment rental company, which engages in a broad range of tools, machinery, and engineered solutions for construction, industrial, specialty, and other end markets. It operates through the following segments: North America-General Tool, North America-Specialty, and United Kingdom. The company was founded on February 12, 2025 and is headquartered in Fort Mill, SC.

IndexRUI
Employees26016
IPOMar 02, 2026
ATR, 14d2.95
Rel volume0.45
Short float2.13%
Insider own0.42%
Inst own81.90%

Snapshot

6 groups

Valuation

IndexRUI
Market Cap33.81B
Enterprise Value45.20B
Income1.39B
Sales11.47B
Book/sh18.17
Cash/sh0.08
Dividend Est.1.20 (1.45%)
Dividend TTM1.05 (1.27%)
Dividend Ex-DateSep 18, 2026
Dividend Gr. 3/5Y5.27% 15.54%
Payout0.00%
Employees26016
IPOMar 02, 2026

Ratios

P/E24.44
Forward P/E17.05
PEG1.24
P/S2.95
P/B4.54
P/C1056.68
P/FCF9.89
EV/EBITDA9.53
EV/Sales3.94
Quick Ratio0.87
Current Ratio0.94
Debt/Eq1.53
LT Debt/Eq1.42
Option/ShortYes / Yes

Earnings

EPS (ttm)3.38
EPS next Y4.84
EPS next Q1.27
EPS this Y13.39%
EPS next Y14.76%
EPS next 5Y13.79%
EPS past 3/5Y-5.96% -
Sales past 3/5Y4.88% -
EPS Y/Y TTM-
Sales Y/Y TTM-
EPS Q/Q18.40%
Sales Q/Q11.21%
EarningsSep 09 BMO
EPS/Sales Surpr.13.87% 3.79%

Ownership

Insider Own0.42%
Insider Trans-0.39%
Inst Own81.90%
Inst Trans-3.86%
ROA5.75%
ROE17.43%
ROIC7.71%
Gross Margin34.81%
Oper. Margin21.28%
Profit Margin12.12%
SMA203.15%
SMA508.32%
SMA20010.23%
Trades-

Technical

Shs Outstand409.87M
Shs Float408.03M
Short Float2.13%
Short Ratio1.74
Short Interest8.69M
52W High86.68 -4.79%
52W Low61.03 35.21%
Volatility5.22% 3.74%
ATR (14)2.95
RSI (14)58.60
Beta-
Rel Volume0.45
Avg Volume4.99M
Volume341,210

Performance

Perf Week2.22%
Perf Month6.71%
Perf Quarter1.59%
Perf Half Y8.48%
Perf YTD13.04%
Perf Year-
Perf 3Y-
Perf 5Y-
Perf 10Y-
Recom2.00
Target Price90.27
Prev Close81.37
Price82.52
Change %1.41%

Analyst ratings

latest 10 of 11
DateActionAnalystRating changeTargetImplied
Sep 17, 2026UpgradeGGoldmanNeutral → Buy$93+12.7%
Aug 17, 2026InitiatedWWells FargoOverweight$96+16.3%
Jun 22, 2026UpgradeRRBC Capital MktsUnderperform → Sector Perform$80-3.1%
May 12, 2026InitiatedBBernsteinOutperform$86+4.2%
May 01, 2026DowngradeJJP MorganNeutral → Underweight$75-9.1%
Mar 16, 2026InitiatedCCitigroupBuy$85+3.0%
Mar 16, 2026InitiatedBBofA SecuritiesUnderperform$62-24.9%
Mar 10, 2026InitiatedGGoldmanBuy$83+0.6%
Mar 10, 2026InitiatedBBarclaysOverweight
Mar 09, 2026InitiatedBBNP Paribas ExaneOutperform

Peers

Mkt cap
TickerCompanyMkt cap
URIUnited Rentals Inc69.50B
HRIHerc Holdings Inc5.64B
EQPTEquipmentshare.Com Inc3.72B
WSCWillScot Holdings Corp3.59B
CTOSCustom Truck One Source Inc2.33B
MGRCMcGrath Rentcorp3.12B
RRyder System Inc10.70B
UHAL-BU-Haul Holding Company9.79B
CATCaterpillar Inc272.62B
DEDeere & Co186.22B

Insider trading

5 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Horgan KyleExecutive VP, SpecialtyOct 01 '26Buy73.30251,86395,177Oct 05 05:00 PM
Washburn JohnChief Operating OfficerJul 09 '26Sale72.503,351242,94869,043Jul 10 05:00 PM
Washburn JohnChief Operating OfficerJul 08 '26Sale70.003,351234,57072,394Jul 10 05:00 PM
Washburn JohnOfficerJul 09 '26Proposed Sale72.503,351242,948Jul 09 01:24 PM
Washburn JohnOfficerJul 08 '26Proposed Sale70.003,351234,570Jul 08 04:35 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
VOVanguard Morningstar Mid-Cap ETFAUM: 107.07B
VXFVanguard Extended Market Index ETFAUM: 30.47B
VTVVanguard Morningstar Value ETFAUM: 196.23B
SEQSequoia ETFAUM: 7.04B
VOEVanguard Morningstar Mid-Cap Value ETFAUM: 24.66B
VIGVanguard Dividend Appreciation FTFAUM: 117.07B
IWRiShares Russell Mid-Cap ETFAUM: 58.68B
CALFPacer US Small Cap Cash Cows ETFAUM: 3.86B
IWDiShares Russell 1000 Value Index FundAUM: 84.71B

News

latest 14 of 48
  • Sunbelt Rentals Holdings Inc's Dividend Analysis (GuruFocus.com)
  • Lyft downgraded, Trip.com upgraded: Wall Street's top analyst calls (The Fly)
  • Sunbelt Rentals Holdings Inc (SUNB) (Q1 2027) Earnings Call Highlights: Record Revenue and ... (GuruFocus.com) +5.91%
  • Sunbelt Rentals shares rise 3% after Q1 results and higher fiscal 2027 guidance (InvestorsHub)
  • Sunbelt Rentals: Fiscal Q1 Earnings Snapshot (Associated Press)
  • Loading…
  • Sunbelt Rentals Reports Record First Quarter Results and Raises Full-Year Fiscal 2027 Guidance (Business Wire)
  • Bloomberg 500 (B500) Index Adds Ten Securities Following September Reconstitution (PR Newswire)
  • Sunbelt Rentals to Announce First Quarter Fiscal Year 2027 Results on September 9, 2026 (Business Wire) -5.22%
  • Sunbelt Rentals Appoints Ekta Singh-Bushell to Board of Directors (Business Wire)
  • Sunbelt Announces Launch of Private Offering of Senior Notes (Business Wire)
  • Sunbelt Rentals Appoints Cynthia T. Jamison to Board of Directors (Business Wire)
  • How One Project Funnel Reframes The Sunbelt Rentals Stock Story (Trefis)
  • Sunbelt Rentals Holdings Inc (SUNB) Q4 2026 Earnings Call Highlights: Record Revenues and ... (GuruFocus.com) -9.41%

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q12026-09-091.1801.0361.0703,1153,0019
2025Q42026-06-230.7400.7450.5512,7542,6377
2025Q32026-03-120.7800.8110.7022,6372,6523
2025Q22025-12-311.166-1.0552,962--
2026Q2--1.267--3,2468
2026Q3--0.923--2,8927
2026Q4--0.883--2,9287
2027Q1--1.278--3,3112
2027Q2--1.545--3,5012
2027Q3--1.162--3,1562
2027Q4--1.209--3,2562

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2025FY3.7203.7073.15011,15411,040
2026FY-4.218--12,144
2027FY-4.841--13,070
2028FY-5.480--13,972
2029FY-6.408--15,140

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q2S2026-10-126303,2463,1923,279
2026Q2S2026-10-086303,2433,1923,279
2026Q2S2026-10-077303,2393,1923,279
2026Q2S2026-09-157403,2393,1923,279
2026Q2S2026-09-147403,2243,1743,264
2026Q2S2026-09-107303,2133,1513,264
2026Q2S2026-09-097303,2113,1513,264
2026Q2S2026-09-077203,1913,1223,234
2026Q2S2026-08-317303,1913,1223,234
2026Q2S2026-08-147303,1843,1223,234
2026Q2S2026-07-106303,1763,1223,234
2026Q2S2026-07-096203,1633,0973,234
2026Q2S2026-06-306203,1633,0973,234
2026Q2S2026-06-295203,1663,0973,234

Estimate history

EPS, annual2.5982.1582.0432.0452.7983.8833.8043.7583.233.3761
Period201720182019202020212022202320242025TTM
EPS, quarterly0.9191.110.7860.7960.9031.0550.7020.5511.069
PeriodQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Sales, annual4952.2325870.546393.1566628.5637962.3966710859107911115411468
Period201720182019202020212022202320242025TTM
Sales, quarterly2753.72940.82567252928012962263727543115
PeriodQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Shares, annual489.608467.303447.777447.958442.455413.3413.3413.3410.272409.867
Period201720182019202020212022202320242025MRQ
Shares, quarterly436.755436.755413.3413.3413.3413.3413.3410.272409.867
PeriodQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY
Total Revenue11,468.0011,154.0010,791.0010,859.009,667.00
Total Expenses9,028.008,802.008,277.008,348.007,221.00
Operating Income2,440.002,352.002,514.002,511.002,446.00
Unusual Expense171.00178.0015.000.000.00
Net Income Before Taxes1,884.001,801.002,070.002,094.002,152.00
Income Taxes494.00476.00517.00522.00547.00
Consolidated Net Income1,390.001,325.001,553.001,572.001,605.00
Net Income From Continuing Operations1,390.001,325.001,553.001,572.001,605.00
Net Income1,390.001,325.001,553.001,572.001,605.00
EPS (Recurring)3.683.533.783.803.88
EPS (Basic, Before Extraordinaries)3.383.233.763.803.88
EPS (Diluted)3.383.233.763.803.88
Non-Operating Income (Expense)14.0014.00-4.0011.00-19.00
Other After Tax Adjustments0.000.000.000.000.00
Stock Option Compensation Expense53.7246.00-7.0069.0040.00
Price To Earnings Ratio24.1024.1014.9520.0713.31
Price To Sales Ratio2.572.81---
Gross Margin34.8134.6835.9937.6039.25
Operating Margin21.2821.0923.3023.1225.30
Net Margin12.1211.8814.3914.4816.60
Shares Outstanding409.87410.27413.30413.30413.30
Market Capitalization33,342.5833,342.5822,501.2532,025.1420,722.86

Income statement, quarterly

Currency USD, millions
Metric2026Q12025Q42025Q32025Q22025Q12024Q42024Q3
Total Revenue3,115.002,754.002,637.002,962.002,801.002,529.002,567.00
Total Expenses2,418.002,289.002,132.002,189.002,192.002,004.002,029.00
Operating Income697.00465.00505.00773.00609.00525.00538.00
Unusual Expense6.0055.0013.0097.0013.009.006.00
Net Income Before Taxes591.00316.00394.00583.00508.00427.00430.00
Income Taxes153.0090.00104.00147.00135.0098.00105.00
Consolidated Net Income438.00226.00290.00436.00373.00329.00325.00
Net Income From Continuing Operations438.00226.00290.00436.00373.00329.00325.00
Net Income438.00226.00290.00436.00373.00329.00325.00
EPS (Recurring)1.080.640.721.220.920.810.80
EPS (Basic, Before Extraordinaries)1.070.550.701.050.900.800.79
EPS (Diluted)1.070.550.701.050.900.800.79
Non-Operating Income (Expense)7.002.000.005.007.007.005.00
Other After Tax Adjustments0.000.000.000.000.000.000.00
Stock Option Compensation Expense20.5419.754.748.6918.17-11.852.37
Price To Earnings Ratio24.10-19.2019.6019.3214.9518.57
Price To Sales Ratio2.572.81-----
Gross Margin36.4031.4833.0737.7836.0632.5834.24
Operating Margin22.3816.8819.1526.1021.7420.7620.96
Net Margin14.068.2111.0014.7213.3213.0112.66
Shares Outstanding409.87410.27413.30413.30413.30413.30413.30
Market Capitalization33,342.5831,629.8526,422.2528,178.9828,482.3022,501.2528,631.30

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY
Cash & Short Term Investments29.0021.0021.0030.00
Short Term Receivables1,669.001,481.001,528.001,385.00
Investments11,256.0011,372.0011,522.009,690.00
Investment in Unconsolidated Affiliates0.000.000.000.00
Net Property, Plant & Equipment4,727.004,561.004,314.003,616.00
Deferred Tax Assets959.00894.00955.00805.00
Other Intangible Assets4,587.004,535.004,499.004,126.00
Total Assets23,227.0022,864.0022,839.0019,652.00
Total Debt10,618.0010,376.0010,727.008,994.00
Long Term Debt9,757.0010,103.0010,472.008,771.00
Provision for Risks Charges173.000.000.000.00
Deferred Tax Liabilities3,353.003,182.003,203.002,806.00
Other Liabilities1,674.001,507.001,849.001,842.00
Total Liabilities15,818.0015,065.0015,779.0013,642.00
Preferred Stock - Carrying Value0.000.000.000.00
Common Equity7,409.007,799.007,060.006,010.00
Total Shareholders Equity7,409.007,799.007,060.006,010.00
Accumulated Minority Interest0.000.000.000.00
Total Equity7,409.007,799.007,060.006,010.00
Total Liabilities & Stockholders Equity23,227.0022,864.0022,839.0019,652.00
Book Value Per Share18.0618.8717.0814.54
Tangible Book Value Per Share8.769.727.876.11
Full-Time Employees26,01625,041--
Price to Book Ratio4.482.974.523.62
Return on Assets5.756.807.40-
Return on Equity17.4320.9024.06-
Return on Invested Capital7.728.688.9710.86
Quick Ratio0.831.200.980.90
Current Ratio0.901.301.071.00

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY
Funds from Operations4,256.004,124.004,088.004,063.003,777.00
Extraordinary Item0.000.000.000.000.00
Changes in Working Capital-500.00-340.00-244.00-399.00-431.00
Cash from Operating Activities3,756.003,784.003,844.003,664.003,346.00
Capital Expenditures-342.00-358.00-456.00-688.00-510.00
Net Assets From Acquisitions-853.00-206.00-134.00-846.00-1,061.00
Sale of Fixed Assets and Businesses52.0057.0061.0048.0041.00
Purchase or Sale of Investments-1,798.00-1,418.00-1,789.00-2,927.00-2,446.00
Purchase of Investments-2,207.00-1,842.00-2,251.00-3,759.00-3,020.00
Sale Or Maturity of Investments409.00424.00462.00832.00574.00
Other Uses0.000.000.00-15.00-42.00
Other Sources0.000.000.000.000.00
Cash from Investing Activities-2,941.00-1,925.00-2,318.00-4,428.00-4,018.00
Cash Dividends Paid-771.00-464.00-544.00-436.00-358.00
Change in Capital Stock-1,116.00-1,408.00-428.00-108.00-277.00
Repurchase of Common Pref Stock-1,140.00-1,432.00-428.00-108.00-277.00
Sale of Common Pref Stock24.0024.000.000.000.00
Proceedsfrom Stock Options24.0024.000.000.000.00
Issuance or Reduction of Debt, Net1,115.0039.00-523.001,341.001,353.00
Change in Long Term Debt1,115.0039.00-523.001,341.001,353.00
Issuance of Long Term Debt3,397.001,496.001,309.003,616.003,355.00
Reduction of Long Term Debt-2,282.00-1,457.00-1,832.00-2,275.00-2,002.00
Net Financing Active Other Cash Flow-16.000.00-13.00-30.00-22.00
Other Financing Activities Uses-16.000.00-13.00-30.00-22.00
Cash from Financing Activities-806.00-1,851.00-1,526.00755.00688.00
Exchange Rate Effect--0.000.00-1.00
Net Change in Cash9.008.000.00-9.0015.00
Free Cash Flow3,419.003,432.003,403.003,005.002,846.00
Preferred Dividends (Cash Flow)-0.000.000.000.00
Price to Free Cash Flow11.1310.58---

Balance sheet, quarterly

Currency USD, millions
Metric2026Q12025Q42025Q32025Q22025Q12024Q4
Cash & Short Term Investments32.0029.0039.0040.00-21.00
Short Term Receivables1,929.001,669.001,683.001,755.00-1,481.00
Investments11,888.0011,256.0011,296.0011,334.00-11,372.00
Investment in Unconsolidated Affiliates0.000.000.000.00-0.00
Net Property, Plant & Equipment4,757.004,727.004,695.004,621.00-4,561.00
Deferred Tax Assets-959.00---894.00
Other Intangible Assets5,007.004,587.004,600.004,605.00-4,535.00
Total Assets23,613.0023,227.0022,313.0022,355.00-22,864.00
Total Debt11,423.0010,618.0010,467.0010,434.00-10,376.00
Long Term Debt10,578.009,757.009,636.009,610.00-10,103.00
Provision for Risks Charges0.00173.005.000.00-0.00
Deferred Tax Liabilities2,463.003,353.002,402.002,357.00-3,182.00
Other Liabilities2,280.001,674.001,824.002,000.00-1,507.00
Total Liabilities16,166.0015,818.0014,698.0014,791.00-15,065.00
Preferred Stock - Carrying Value0.000.000.000.00-0.00
Common Equity7,447.007,409.007,615.007,564.00-7,799.00
Total Shareholders Equity7,447.007,409.007,615.007,564.00-7,799.00
Accumulated Minority Interest0.000.000.000.00-0.00
Total Equity7,447.007,409.007,615.007,564.00-7,799.00
Total Liabilities & Stockholders Equity23,613.0023,227.0022,313.0022,355.00-22,864.00
Book Value Per Share18.1718.0618.4218.30-18.87
Tangible Book Value Per Share8.028.769.219.13-9.72
Full-Time Employees-26,016---25,041
Price to Book Ratio4.484.153.603.71-2.97
Return on Assets-5.75----
Return on Equity-17.43----
Return on Invested Capital2.431.321.682.54-1.84
Quick Ratio0.870.830.950.92-1.20
Current Ratio0.940.901.020.98-1.30

Cash flow, quarterly

Currency USD, millions
Metric2026Q12025Q42025Q32025Q22025Q12024Q4
Funds from Operations1,201.001,018.00872.001,165.001,069.001,018.00
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-361.00-68.0097.00-168.00-201.00-29.00
Cash from Operating Activities840.00950.00969.00997.00868.00989.00
Capital Expenditures-97.00-76.00-82.00-87.00-113.00-76.00
Net Assets From Acquisitions-667.00-58.00-25.00-103.00-20.00-78.00
Sale of Fixed Assets and Businesses8.0010.008.0026.0013.0016.00
Purchase or Sale of Investments-682.00-260.00-480.00-376.00-302.00-39.00
Purchase of Investments-759.00-402.00-568.00-478.00-394.00-197.00
Sale Or Maturity of Investments77.00142.0088.00102.0092.00158.00
Other Uses0.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities-1,438.00-384.00-579.00-540.00-422.00-177.00
Cash Dividends Paid-307.00-157.000.00-307.000.00-157.00
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock-56.00-342.00-333.00-385.00-348.00-255.00
Repurchase of Common Pref Stock-56.00-366.00-333.00-385.00-348.00-255.00
Sale of Common Pref Stock0.0024.000.000.000.000.00
Proceedsfrom Stock Options0.0024.000.000.000.000.00
Issuance or Reduction of Debt, Net980.00-71.00-55.00261.00-96.00-401.00
Change in Long Term Debt980.00-71.00-55.00261.00-96.00-401.00
Issuance of Long Term Debt2,191.00393.00197.00616.00290.00329.00
Reduction of Long Term Debt-1,211.00-464.00-252.00-355.00-386.00-730.00
Net Financing Active Other Cash Flow-16.000.000.000.000.00-1.00
Other Financing Activities Uses-16.000.000.000.000.00-1.00
Cash from Financing Activities601.00-575.00-392.00-440.00-444.00-818.00
Exchange Rate Effect0.00---0.001.00
Net Change in Cash3.00-10.00-1.0017.002.00-5.00
Free Cash Flow744.00877.00887.00911.00757.00916.00
Price to Free Cash Flow11.1310.58----

Revenue breakdown

Equipment Rentals2024: 8.05B 2025: 8.30B
Other Rental Revenue, Delivery And Pick Up2024: 862.00M 2025: 875.00M
Other Rental Revenue, Other2024: 1.07B 2025: 1.14B
Rental Equipment Sales2024: 467.00M 2025: 451.00M
Sales Of New Equipment, Merchandise, And Consumables2024: 344.00M 2025: 383.00M
Canada2024: 680.00M 2025: 744.00M
United Kingdom2024: 907.00M 2025: 932.00M
United States2024: 9.20B 2025: 9.48B
North America General Tool2024: 6.40B 2025: 6.51B
North America Specialty2024: 3.49B 2025: 3.72B
UK2024: 907.00M 2025: 932.00M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-302.13%8.7M408.0M4.85M
2026-10-152.11%8.6M408.0M4.56M
2026-09-302.30%9.4M408.0M4.43M
2026-09-152.11%8.6M408.0M5.03M
2026-08-315.03%20.5M408.2M4.02M
2026-08-143.30%13.5M408.2M3.44M
2026-07-312.79%11.4M408.2M3.54M
2026-07-153.05%12.4M408.4M3.70M
2026-06-302.90%11.8M408.2M3.59M
2026-06-151.23%5.1M411.8M3.38M
2026-05-291.21%5.0M411.8M3.61M
2026-05-151.65%6.8M411.8M3.83M
2026-04-301.40%5.8M411.8M4.16M
2026-04-15-5.7M-4.66M
2026-03-31-6.2M-5.91M
2026-03-13-3.8M-4.76M

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call40.0039.8043.200.003.0350.000.000.994-0.0230.002
call45.0034.7038.200.002.6180.000.000.981-0.0680.006
call50.0029.7033.200.002.2290.000.000.977-0.0660.007
call55.0025.0028.200.001.8620.000.000.973-0.0640.008
call60.0020.1023.200.001.5350.000.000.967-0.0620.009
call65.0014.8018.2011.501.2262.000.000.859-0.2550.029
call70.009.8013.300.000.9750.000.000.826-0.2300.033
call75.006.308.707.300.78811.000.000.767-0.2020.040
call80.003.003.704.000.4442,1300.000.653-0.1480.048
call85.000.601.751.690.54086.000.000.400-0.1780.050
call90.000.000.850.050.61970.000.000.205-0.1300.037
call95.000.000.850.000.8380.000.000.158-0.1450.031
call1000.001.650.001.0310.000.000.135-0.1600.028
call1050.000.500.001.0560.000.000.083-0.1100.020
put40.000.000.050.001.8280.000.00-0.006-0.0210.002
put45.000.002.050.001.9940.000.00-0.019-0.0660.006
put50.000.000.250.211.5955.000.00-0.023-0.0590.007
put55.000.002.050.501.4072.000.00-0.027-0.0620.008
put60.000.000.200.211.0681.000.00-0.033-0.0540.010
put65.000.001.650.131.58126.000.00-0.140-0.2510.029
put70.000.001.650.201.23557.000.00-0.174-0.2260.033
put75.000.001.751.250.91912.000.00-0.238-0.2000.040
put80.000.301.951.400.60161.000.00-0.347-0.1420.048
put85.003.405.604.040.8191.000.00-0.600-0.1720.050
put90.007.409.800.001.0030.000.00-0.794-0.1240.037
put95.0011.9015.1014.301.2862.000.00-0.842-0.1380.031
put10016.8020.300.001.5680.000.00-0.865-0.1530.028
put10521.8025.300.001.7740.000.00-0.915-0.1090.020

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-10-30SCHEDULE 13G/ASEC
2026-10-27SCHEDULE 13G/ASEC
2026-10-278-KCurrent report2026-10-23SEC
2026-10-238-K/A2026-09-01SEC
2026-10-134Statement of changes in beneficial ownership of securities2026-10-11SEC
2026-10-054Statement of changes in beneficial ownership of securities2026-10-01SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-0910-QQuarterly report pursuant to Section 13 or 15(d)2026-07-31SEC
2026-09-098-KCurrent report2026-09-09SEC
2026-09-024Statement of changes in beneficial ownership of securities2026-09-01SEC
2026-09-024Statement of changes in beneficial ownership of securities2026-08-31SEC
2026-09-024Statement of changes in beneficial ownership of securities2026-09-01SEC
2026-09-024Statement of changes in beneficial ownership of securities2026-09-01SEC
2026-09-024Statement of changes in beneficial ownership of securities2026-08-31SEC
2026-09-024Statement of changes in beneficial ownership of securities2026-08-31SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-101.86K100
2026-090000
2026-080000
2026-0700477.52K2
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
DODGE & COX13.36%
VANGUARD CAPITAL MANAGEMENT LLC7.48%
VANGUARD PORTFOLIO MANAGEMENT LLC4.93%
BlackRock, Inc.3.70%
BARCLAYS PLC2.86%
WELLINGTON MANAGEMENT GROUP LLP2.70%
HARRIS ASSOCIATES L P2.55%
Invesco Ltd.2.52%
Rothschild & Co Wealth Management UK Ltd2.11%
PRINCIPAL FINANCIAL GROUP INC2.00%

Funds

Fund% owned
Bond Fund7.68%
Dodge & Cox Stock Fund6.47%
VANGUARD WELLINGTON FUND3.70%
Dodge & Cox International Stock Fund3.32%
VANGUARD TOTAL STOCK MARKET INDEX FUND3.20%
Lord Abbett Short Duration Income Fund2.82%
Short Duration Bond Fund2.29%
VANGUARD MID-CAP INDEX FUND2.19%
MFS Corporate Bond Fund2.05%
VANGUARD EQUITY INCOME FUND1.52%

OakChart. SUNB. Cached 15 minutes.