PD
SUNB

Pat Dorsey’s Sunbelt Rentals Holdings SUNB Stock Holding History

Pat Dorsey’s Portfolio SUNB Stock Details SUNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$86.1M Sell
1,150,578
-1,054,418
-48% -$79.1M 5.51% 11
2026
Q1 		$144M Buy
+2,204,996
New +$155M 11.43% 3

Other funds holding SUNB

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pat Dorsey's SUNB Position: Q2 2026 in Review

Pat Dorsey reduced its Sunbelt Rentals Holdings (SUNB) stake by 48% in Q2 2026, selling an estimated $79.1M and leaving 1,150,578 shares worth $86.1M. The position accounts for 5.51% of the portfolio, ranked #11.

Pat Dorsey first reported a position in SUNB in Q1 2026 and has held it in 2 quarters since. The position peaked at $144M in Q1 2026. 492 funds tracked by Wall St. Rank hold SUNB as of Q2 2026.

  • Pat Dorsey held 1,150,578 shares of Sunbelt Rentals Holdings worth $86.1M as of Q2 2026.
  • Pat Dorsey sold 1,054,418 Sunbelt Rentals Holdings shares in Q2 2026, an estimated $79.1M.
  • Sunbelt Rentals Holdings made up 5.51% of Pat Dorsey's portfolio in Q2 2026, its #11 holding.
  • Pat Dorsey first reported a position in Sunbelt Rentals Holdings in Q1 2026 and has held it in 2 quarters since.
  • Pat Dorsey's Sunbelt Rentals Holdings position peaked at $144M in Q1 2026.
  • 492 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q2 2026.

Based on Dorsey Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.