Dorsey Asset Management, LLC
Position in SUNB — Sunbelt Rentals Holdings, Inc.
CIK 1671657
CHICAGO, IL
Position in SUNB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$86,074,740
-$57,448,449 QoQ
Shares Held
1,150,578
-47.8% QoQ
Ownership
0.281%
of shares outstanding
% of Portfolio
5.51%
of 13F equity value
Holder Rank
#48
of 492 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUNB Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Dorsey Asset Management, LLC holds $197,862,925 across 2 Rental & Leasing Services names. SUNB ranks #2 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AER |
AerCap Holdings N.V.
|
766,828 | $111,788,185 | |
| 2 | SUNB |
Sunbelt Rentals Holdings, Inc.
This page
|
1,150,578 | $86,074,740 |
All Filings in SUNB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,074,740 | 1,150,578 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $143,523,189 | 2,204,996 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||