Tokio Marine Asset Management 13F: New $1.1M Stake in SUNB
Key Points
- The fund's new stake in Sunbelt Rentals represents a value of approximately $1.11 million, contributing to its overall reported value of about $1.46 billion.
- Tokio Marine Asset Management held 15,141 $SUNB shares at quarter end, all of it a new position.
- As of October 27, 2026, SUNB shares recently traded at around $79.40, which is above the closing price of $78.52 on October 23, 2026.
- In its latest quarter, Sunbelt Rentals reported a revenue growth of 11.2% year-over-year, with trailing twelve-month revenue totaling approximately $11.47 billion.
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On October 26, 2026, Tokio Marine Asset Management took a new position in Sunbelt Rentals Holdings, Inc. (SUNB), acquiring 15,141 shares valued at about $1,108,473. This information comes from the fund's latest Form 13F filing with the SEC.
SUNB
Sunbelt Rentals Holdings, Inc.
What Changed in Tokio Marine Asset Management's Sunbelt Rentals Position
Tokio Marine Asset Management opened a new position in Sunbelt Rentals, holding 15,141 shares after this purchase. The reported value of this stake is about $1,108,473, contributing to the fund's overall reported value of approximately $1.46 billion.
Where Sunbelt Rentals Fits in Tokio Marine Asset Management's Portfolio
This new stake in Sunbelt Rentals represents about 0.08% of Tokio Marine's total reported holdings, ranking 41 out of 503 positions in the fund's portfolio.
Other Institutional Activity in Sunbelt Rentals
Sumitomo Mitsui DS Asset Management Company holds 42,822 shares valued at approximately $3.13 million. James Hambro & Partners owns 1,195,451 shares worth about $88.5 million after adding 20,294 shares. IFM Investors has 100,021 shares valued at around $7.32 million.
Sunbelt Rentals Holdings, Inc. Stock Up 0.7%
As of October 27, 2026, SUNB shares traded recently around $79.40, which is above the closing price of $78.52 on October 23, 2026. This suggests a positive market sentiment after the filing.
Recent Earnings
Sunbelt Rentals reported trailing twelve-month revenue of approximately $11.47 billion and an earnings per share (EPS) of $3.31. The company has shown strong financial health with a net margin of 12.1% and a return on equity (ROE) of 18.4%. The next earnings report is scheduled for December 9, 2026.
Dividend
Sunbelt Rentals pays an annual dividend rate of $1.05 per share, with a payout ratio of 22.6%.
Insider Buying and Selling at Sunbelt Rentals Holdings, Inc.
On October 1, 2026, Officer Kyle Horgan purchased 25 shares at an average price of $73.30, totaling a value of $1,863. This transaction occurred before the recent filing.
Analysts Set New Price Targets
On September 10, 2026, JP Morgan maintained an Underweight rating with a target of $79.00, while Keybanc maintained an Overweight rating with a target of $90.00. Goldman Sachs upgraded the stock to a Buy rating with a target of $93.00 on September 17, 2026.
About Sunbelt Rentals
Sunbelt Rentals Holdings, Inc. is a rental company that provides construction and industrial equipment across the United States, Canada, and the United Kingdom. The company operates under the Sunbelt Rentals brand and serves a wide range of sectors, including construction and general industries.
Bottom Line
Investors should watch for Sunbelt Rentals' next earnings report on December 9, 2026, for further insights into its performance. Tokio Marine's new position reflects a growing interest in this company amid its solid revenue growth.
Related Filing Alerts
Source: Tokio Marine Asset Management's 13F filing on $SUNB (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts