Tom Gayner's Investment Moves in Q1 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 02 2026
0mins
Source: Yahoo Finance
- New Stock Additions: Tom Gayner added a total of four stocks in Q1 2026, with the largest being Sunbelt Rentals Holdings Inc (NYSE:SUNB), acquiring 963,361 shares valued at $62.7 million, which represents 0.53% of the portfolio, indicating confidence in the infrastructure rental market.
- Significant Increases: Gayner increased his stake in Franco-Nevada Corp (NYSE:FNV) by 25,000 shares, bringing the total to 708,500 shares, a 3.66% increase, reflecting optimism in the precious metals sector while impacting the portfolio by 0.05%.
- Complete Exits: In Q1 2026, Gayner fully exited his positions in Target Corp (NYSE:TGT) and Choice Hotels International Inc (NYSE:CHH), selling 133,000 and 115,500 shares respectively, resulting in portfolio impacts of -0.1% and -0.09%, demonstrating a cautious stance towards retail and hospitality sectors.
- Position Reductions: Gayner reduced his holdings in S&P Global Inc (NYSE:SPGI) by 33,000 shares, a 21.9% decrease impacting the portfolio by -0.14%, while also cutting UnitedHealth Group Inc (NYSE:UNH) by 7,800 shares, a 29.43% reduction, reflecting a risk management strategy in the healthcare sector.
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Analyst Views on SUNB
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About SUNB
Sunbelt Rentals Holdings, Inc. is a holding company. The Company, through its subsidiaries, is engaged in equipment rental business. Its rental equipment fleet comprises a range of construction, industrial and general equipment designed to meet general-purpose jobsite needs, such as mobile elevating work platforms, skid steers, forklifts, excavators, lighting equipment and small general tools. Its equipment range is complemented by specialty business lines, including power and heating, ventilation, and air conditioning (HVAC), climate control, scaffold services, flooring solutions, pump solutions, trench safety, industrial tool, film and television, temporary structures, ground protection, temporary fencing, and temporary walls. It serves construction, industrial customers, service, repair, facility management businesses, emergency response organizations, event organizers, and government sectors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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