Vanguard Capital Management reported beneficial ownership of 31,469,998 shares of Sunbelt Rentals Holdings Inc common stock, representing 7.61% of the class as of 03/31/2026. The filing shows sole voting power for 5,370,958 shares and sole dispositive power for all 31,469,998 shares.
BlackRock, Inc. reported beneficial ownership of 22,259,087 shares (5.4%) of Sunbelt Rentals Holdings, Inc. Common Stock as of 03/31/2026. The filing shows sole voting power on 20,435,148 shares and sole dispositive power on 22,259,087 shares. The Schedule 13G was signed by Spencer Fleming on 04/27/2026.
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%).
Sunbelt Rentals Holdings, Inc., the new U.S. holding company of Ashtead Group, reports solid but moderating results for the quarter and nine months ended January 31, 2026. Revenue rose to $2,637 million for the quarter and $8,400 million for nine months, driven mainly by equipment rentals.
Net income declined to $290 million for the quarter and $1,099 million for nine months as higher staff, repair and other operating costs offset revenue growth. The company completed a redomiciliation via a court‑approved Scheme, making Sunbelt the successor issuer with shares now trading on the NYSE and LSE.
Sunbelt Rentals Holdings, Inc. reported its financial results for the quarter ended January 31, 2026 through a press release furnished as Exhibit 99.1. The results relate to the company’s new role as the parent holding company of Ashtead Group plc following a U.S. redomiciliation transaction.
Because of this move from the U.K. to the United States, Sunbelt Rentals is transitioning its accounting standards from IFRS to U.S. GAAP. To help investors understand this change, the company posted an income statement presentation prepared under U.S. GAAP by fiscal quarter starting with the first quarter of fiscal 2025, which is attached as Exhibit 99.2 and available on its investor relations website.
Sunbelt Rentals Holdings, Inc. reported that Chief Executive Officer Brendan Horgan acquired equity awards rather than buying shares on the open market. On March 2, 2026, he received a grant of 257,422 shares of common stock, bringing his directly held common stock to 727,401 shares.
On February 27, 2026, he was granted 469,979 shares of common stock and 12,890 deferred stock units, all at a stated price of zero as compensation awards. Footnotes state that 419,000 common shares came from a one-for-one exchange of Ashtead Group plc shares with no cash consideration, and describe additional restricted and performance stock units and their future vesting schedules. The deferred stock units vest on April 30, 2026 and are settled solely in cash.
Sunbelt Rentals Holdings, Inc. director Renata Ribeiro reported two stock-related acquisitions. On February 27, 2026, she acquired 600 shares of common stock in a one-for-one exchange for Ashtead Group plc ordinary shares, with no cash changing hands.
On March 2, 2026, she received 1,189 restricted stock units that each represent a right to one share of Sunbelt Rentals common stock. These units will vest on the earlier of March 2, 2027 or the day immediately before the next annual shareholder meeting.
Sunbelt Rentals Holdings, Inc. executive Brad Lull reported equity awards and related share entries, all classified as acquisitions rather than open-market purchases or sales. On March 2, 2026, he received 29,079 shares of common stock as a grant or award, bringing his directly held common stock to 82,785 shares. On February 27, 2026, he was granted 3,387 deferred stock units and 53,706 shares of common stock, both at a price of $0.00 per share as compensation awards.
Footnotes explain that part of his holdings includes shares received one-for-one in exchange for Ashtead Group plc stock in a UK scheme of arrangement, as well as restricted stock units and performance stock units that vest between 2026 and 2028. The deferred stock units vest on April 30, 2026 and are economically equivalent to common stock but settled in cash.
Easterbrook Jill reported acquisition or exercise transactions in this Form 4 filing.
Sunbelt Rentals Holdings, Inc. director Jill Easterbrook reported an equity award of 1,189 shares of common stock on March 2, 2026. The award is in the form of restricted stock units granted at a price of $0.00 per unit, increasing her direct holdings to 1,189 shares.
According to the disclosure, these 1,189 restricted stock units will vest on the earlier of March 2, 2027 and the day immediately preceding the next annual shareholder meeting. Each unit represents a contractual right to receive one share of Sunbelt Rentals common stock when vested.
Sunbelt Rentals Holdings director Roy Twite reported two equity awards. On February 27, he acquired 1,550 shares of common stock in exchange for ordinary shares of Ashtead Group plc on a one‑for‑one basis, with no cash paid or received.
On March 2, he received 1,189 restricted stock units, each representing a right to one share of common stock. These units vest on the earlier of March 2, 2027, or the day immediately before the next annual shareholder meeting. Following these transactions, he directly holds 2,739 shares of common stock.