Letters by company

Sunbelt Rentals Holdings, Inc.

1 letter discussing SUNB. Everything written about it on this site is on its ticker page.

Sequoia Fund Q2 2026 Sequoia Fund Letter Sequoia Fund added to Bio-Techne, SAP and ICON Plc, initiated an undisclosed position, and funded purchases by trimming Sunbelt Rentals and Elevance Health while exiting Amentum Holdings, Liberty Broadband and Credit Acceptance. The fund is preparing to reorganize into an actively managed ETF in mid-October, subject to shareholder approval. second quarter of 2026 —