Pat Dorsey Portfolio Holdings

Dorsey Asset Management, LLC

  • $944 Million
  • Q1 2025

Dorsey Asset Management, LLC, under direction of Pat Dorsey has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $944 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Autozone Inc with a value of $143M, Meta Platforms, Inc. with a value of $142M, Danaher Corp with a value of $142M, Aer Cap Holdings N.V. with a value of $116M, and Alphabet Inc. with a value of $99.8M.

Examining the 13F form we can see an decrease of $27.3M in the current position value, from $971M to 944M.

Dorsey Asset Management, LLC is based out at Chicago, IL

Below you can find more details about Pat Dorsey portfolio as well as his latest detailed transactions.

Portfolio value $944 Million
Communication Services: $242 Million
Consumer Cyclical: $217 Million
Technology: $171 Million
Healthcare: $142 Million
Industrials: $116 Million
Financial Services: $56 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Pat Dorsey

Pat Dorsey

Pat Dorsey is the founder and president of Dorsey Asset Management, a successful investment firm that focuses on value investing. Dorsey is known for his expertise in value investing and his disciplined approach to investing. He has generated strong returns for his clients over the long term.
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Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $944 Million
  • Prior Value $971 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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