Exited position

Pat Dorsey’s Autozone Inc (AZO) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Dorsey Asset Management LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2024Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares37.57KHighest verified quarter-end share count
Quarters reported8Verified quarters with shares above zero
What happened?

Dorsey Asset Management LLC first reported Autozone Inc in Q1 2024. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Dorsey Asset Management LLC sold the entire position in Q1 2026, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2026
Sold the entire position−25.12K shares · No shares reported at quarter-end
Q4 2025
Sold 15.9% of the position−4.76K shares · 25.12K shares remained
Filing context

Quarter-end price $3,391.50 · Estimated holding basis $3,128.27

Q3 2025
Sold 16.2% of the position−5.79K shares · 29.88K shares remained
Filing context

Quarter-end price $4,290.24 · Estimated holding basis $3,128.27

Q2 2025
Sold 5.0% of the position−1.88K shares · 35.67K shares remained
Filing context

Quarter-end price $3,712.23 · Estimated holding basis $3,128.27

Q1 2025
Sold 0.07% of the position−27 shares · 37.54K shares remained
Filing context

Quarter-end price $3,812.78 · Estimated holding basis $3,128.27

Q4 2024
Bought 27.5% more+8.11K shares · 37.57K shares reported after the change
Filing context

Quarter-end price $3,202.00 · Estimated holding basis $3,128.27

Portfolio importance

How important was Autozone Inc in Dorsey Asset Management LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight7.4%Q4 2025
Last reported rank#8of 10 reported positions
Peak portfolio weight15.2%Q1 2025
Best historical rank#1Q1 2025
At peak importanceQ1 2025
AZO
15.2%
Largest holding
15.2%
Cross-investor discovery

Who else owns Autozone Inc?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
AZO0.0% of reported portfolio
Ray DalioBridgewater Associates, LP
AZO0.0% of reported portfolio
Explore Autozone Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$2,860.252026-09-15

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Dorsey Asset Management, LLC’s Form 13F disclosures—not Pat Dorsey’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.