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URI position history

The shares of Sunbelt Rentals (URI) that Dorsey Asset Management, LLC reported in each quarter’s 13F.

Equity, SHS

Shares held by quarter

New Add Reduce Exit

  1. 2026 Q1: 2,204,996 shares, $144M, 11.4% of portfolio, New
  2. 2026 Q2: 1,150,578 shares, $86M, 5.5% of portfolio, Reduce −47.8%
Holdings date Value % of holdings Shares Filing date All 13F holders