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.

Quarters held

1

First reported

Q1 2026

Latest value

$143,523,190

Latest weight

11.4%

Peak weight

11.4%

Shares since first

0%

Position Trend

Shares, value, and weight from first report to latest report.

Dorsey Asset Management first reported 2,204,996 shares in Q1 2026 and most recently reported 2,204,996 shares in Q1 2026. Portfolio weight peaked at 11.4% in Q1 2026; the low reported weight was 11.4% in Q1 2026.

Since the first report, shares are 0% and reported value is 0%. Latest move: NEW