Exited position

Pat Dorsey’s Enovis Corporation (ENOV) 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 reportedQ2 2025Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares2.55MHighest verified quarter-end share count
Quarters reported3Verified quarters with shares above zero
What happened?

Dorsey Asset Management LLC first reported Enovis Corporation in Q2 2025. The reported position was 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−2.28M shares · No shares reported at quarter-end
Q4 2025
Sold 5.0% of the position−120.12K shares · 2.28M shares remained
Filing context

Quarter-end price $26.64 · Estimated holding basis $31.36

Q3 2025
Sold 6.0% of the position−153.86K shares · 2.40M shares remained
Filing context

Quarter-end price $30.34 · Estimated holding basis $31.36

Q2 2025
New position+2.55M shares · 2.55M shares reported
Filing context

Quarter-end price $31.36 · Estimated holding basis $31.36

Portfolio importance

How important was Enovis Corporation 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 weight5.3%Q4 2025
Last reported rank#10of 10 reported positions
Peak portfolio weight7.2%Q2 2025
Best historical rank#8Q2 2025
At peak importanceQ2 2025
ENOV
7.2%
Largest holding
16.4%
Cross-investor discovery

Who else owns Enovis Corporation?

Also reported by 1 other tracked investor in their latest verified filings.

Explore Enovis Corporation 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$17.802026-09-17

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.