Whale Analyzer
SUNB Institutional Holders and 13F Ownership
Compare 15 tracked holders of SUNB, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Dodge & Cox, Oakmark Funds, AKO Capital, and Gardner Russo & Quinn.
Continue to the live SUNB dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Dodge & Cox 13F holdings | $4.10B | 54.8M | Increased | 2026-06-30 |
| Oakmark Funds 13F holdings | $782.6M | 10.5M | Reduced | 2026-06-30 |
| AKO Capital 13F holdings | $454.5M | 6.1M | Increased | 2026-06-30 |
| Gardner Russo & Quinn 13F holdings | $441.2M | 5.9M | Reduced | 2026-06-30 |
| Ruane, Cunniff & Goldfarb 13F holdings | $318.8M | 4.3M | Reduced | 2026-06-30 |
| Baillie Gifford & Co 13F holdings | $215.1M | 2.9M | Reduced | 2026-06-30 |
| Abrams Bison Investments 13F holdings | $154.0M | 2.1M | Reduced | 2026-06-30 |
| Turtle Creek Asset Management 13F holdings | $115.9M | 1.5M | Reduced | 2026-06-30 |
| Dorsey Asset Management 13F holdings | $86.1M | 1.2M | Reduced | 2026-06-30 |
| Markel Group 13F holdings | $72.0M | 983.2K | Increased | 2026-09-30 |
| Soros Fund Management 13F holdings | $38.6M | 516.0K | Reduced | 2026-06-30 |
| Giverny Capital 13F holdings | $21.6M | 246.4K | Reduced | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Dodge & Cox SEC filing (0001193125-26-349535) · report date 2026-06-30
- Oakmark Funds SEC filing (0000813917-26-000042) · report date 2026-06-30
- AKO Capital SEC filing (0001376879-26-000006) · report date 2026-06-30
- Gardner Russo & Quinn SEC filing (0000860643-26-000005) · report date 2026-06-30
- Ruane, Cunniff & Goldfarb SEC filing (0000919574-26-005176) · report date 2026-06-30
- Baillie Gifford & Co SEC filing (0001088875-26-000057) · report date 2026-06-30
- Abrams Bison Investments SEC filing (0000919574-26-005554) · report date 2026-06-30
- Turtle Creek Asset Management SEC filing (0001193125-26-350256) · report date 2026-06-30
- Dorsey Asset Management SEC filing (0001398344-26-014470) · report date 2026-06-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- Soros Fund Management SEC filing (0000902664-26-003507) · report date 2026-06-30
- Giverny Capital SEC filing (0001641864-26-000010) · report date 2026-06-30
- Brave Warrior Advisors SEC filing (0001172661-26-003728) · report date 2026-06-30
- Semper Augustus Investments SEC filing (0001941040-26-000625) · report date 2026-06-30
- First Eagle Investment Management SEC filing (0001325447-26-000033) · report date 2026-06-30
Tracked-sample concentration
Reported position value for SUNB is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 60.3% of aggregate reported value in this sample
- Top 5 tracked holders: 89.6% of aggregate reported value in this sample
- Top 10 tracked holders: 99.1% of aggregate reported value in this sample
Whale activity this quarter
Across 15 tracked holders, 10 reduced, 4 increased, 1 held. Net positioning is net selling.
- Dodge & Cox ($4.10B) (▲ 3.1% qoq shares) · modeled avg cost estimate $63.35
- Oakmark Funds ($782.6M) (▼ 10.2% qoq shares)
- AKO Capital ($454.5M) (▲ 90.7% qoq shares)
- Gardner Russo & Quinn ($441.2M) (▼ 2.5% qoq shares)
- Ruane, Cunniff & Goldfarb ($318.8M) (▼ 22.4% qoq shares) · modeled avg cost estimate $56.82
- Baillie Gifford & Co ($215.1M) (▼ 5.3% qoq shares) · modeled avg cost estimate $62.10
- Abrams Bison Investments ($154.0M) (▼ 83.6% qoq shares)
- Turtle Creek Asset Management ($115.9M) (▼ 29.6% qoq shares) · modeled avg cost estimate $53.80
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 8 covered tracked holders is $62.28 versus a current price of $77.05, so SUNB trades above that estimate (+23.7%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Industrials
SUNB sits within the Industrials sector alongside 88 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live SUNB dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on SUNB with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns SUNB stock?
Whale Analyzer tracks 15 public-disclosure holders of SUNB with a combined reported value of $6.80B. See the holder table above for the largest tracked positions.
Which top funds are buying SUNB?
Tracked holders were net selling last quarter — 10 reduced, 4 increased, 1 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked SUNB sample?
The top five tracked holders account for 89.6% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does SUNB compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 8 covered tracked holders is $62.28 versus a current price of $77.05 (+23.7%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for SUNB?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive SUNB dashboard to explore them, or read our 13F Alpha Signals Guide.