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SUNB

2 quarters

Position history for DADorsey Asset Management, LLC's holdings in Sunbelt Rentals Holdings, Inc.

Yes. Dorsey Asset Management holds 1,150,578 shares of SUNB, worth $86.1M, as of its Q2 2026 13F filing. It reduced the position by 1,054,418 shares (-47.8%) from Q1 2026. Dorsey Asset Management has held SUNB in every 13F on record since Q1 2026, 2 quarterly filings. SUNB is 5.5% of Dorsey Asset Management's reported 13F portfolio.

Current Value

$86.1M

Current Shares

1.2M

Total Value Change

-$57.4M

Total Shares Change

-1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.2M
-47.8%
$86.1M5.5%$73.74
0
2026-Q1
New
2.2M
-
$143.5M11.4%$64.16
96

Other major holders of SUNB: Dodge & Cox, Vanguard Capital Management LLC, Vanguard Portfolio Management LLC

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