Pat Dorsey - Dorsey Asset Management – Largest Position Reductions (2025 Q3)
This report summarizes the most meaningful reductions and sell-offs made by Pat Dorsey - Dorsey Asset Management in 2025 Q3. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| DHR | 860,850 | $198.26 | Reduced | -7.14% | 15.38% | $170.67M | 2025 Q3 |
| AER | 1,263,998 | $121 | Reduced | -7.14% | 13.78% | $152.94M | 2025 Q3 |
| META | 192,224 | $734.38 | Reduced | -21.58% | 12.72% | $141.17M | 2025 Q3 |
| AZO | 29,878 | $4290.25 | Reduced | -16.23% | 11.55% | $128.18M | 2025 Q3 |
| GOOG | 429,318 | $243.55 | Reduced | -35.15% | 9.42% | $104.56M | 2025 Q3 |
| BKNG | 16,975 | $5399.29 | Reduced | -7.19% | 8.26% | $91.65M | 2025 Q3 |
| ENOV | 2,399,322 | $30.34 | Reduced | -6.03% | 6.56% | $72.8M | 2025 Q3 |
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