Dorsey Asset Management, LLC

Superinvestor

Dorsey Asset Management

SEC CIK: 0001671657
Manager: Pat Dorsey
Style: Quality

SEC filings (opens in a new tab)

SUNB holding history

Sunbelt Rentals Holdings, Inc.

Every 13F filing in which Dorsey Asset Management reported holding SUNB, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.

SUNB overview All 13F holders of SUNB Full portfolio

Dorsey Asset Management, LLC: SUNB holding by quarter
Quarter	Shares	Value	% of portfolio	Change in shares	Action
Q2 2026	1,150,578	$86.07M	5.51%	−1,054,418−47.8%	Reduced
Q1 2026	2,204,996	$143.52M	11.43%	+2,204,996	New