Exited position

Pat Dorsey’s Herc Hldgs Inc (HRI) 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 2023Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares516.89KHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

Dorsey Asset Management LLC first reported Herc Hldgs Inc in Q2 2023. 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 2025, 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 2025
Sold the entire position−272.90K shares · No shares reported at quarter-end
Q4 2024
Sold 35.9% of the position−153.16K shares · 272.90K shares remained
Filing context

Quarter-end price $189.33 · Estimated holding basis $130.82

Q3 2024
Sold 3.0% of the position−13.06K shares · 426.06K shares remained
Filing context

Quarter-end price $159.43 · Estimated holding basis $130.82

Q2 2024
Sold 1.3% of the position−5.65K shares · 439.12K shares remained
Filing context

Quarter-end price $133.29 · Estimated holding basis $130.82

Q1 2024
Sold 14.0% of the position−72.13K shares · 444.77K shares remained
Filing context

Quarter-end price $168.30 · Estimated holding basis $130.82

Q4 2023
Bought 19.3% more+83.76K shares · 516.89K shares reported after the change
Filing context

Quarter-end price $148.89 · Estimated holding basis $130.82

Portfolio importance

How important was Herc Hldgs 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 weight5.3%Q4 2024
Last reported rank#9of 11 reported positions
Peak portfolio weight9.9%Q4 2023
Best historical rank#5Q4 2023
At peak importanceQ4 2023
HRI
9.9%
Largest holding
17.6%
Cross-investor discovery

Who else owns Herc Hldgs Inc?

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

Ray DalioBridgewater Associates, LP
HRI0.0% of reported portfolio
Joel GreenblattGotham Asset Management
HRI0.0% of reported portfolio
Explore Herc Hldgs 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$142.712026-09-16

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.