Dorsey Asset Management — SUNB
How Dorsey Asset Management's position in SUNBELT RENTALS HOLDINGS INC changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.
| Quarter | Shares | Value | % of portfolio | Change |
|---|---|---|---|---|
| Q1 2026 | 2,204,996 | $143,523,190 | 11.43% | NEW |