Pat Dorsey - Dorsey Asset Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $1,255,861,264
Holdings Activity Buys Sells    History
Holding/activity history for  Sunbelt Rentals Holdings, Inc. (SUNB)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,204,996 11.43 Buy 11.43 $65.09 $143,523,190 SEC