Pat Dorsey - Dorsey Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $1,255,861,264
Holdings Activity Buys Sells    History
Holding/activity history for  The Descartes Systems Group Inc. (DSGX)
← All DSGX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q4 0 0.00 Sell 100.00% 7.77 $26.35–31.23 · VW $28.26i SEC
2017   Q3 658,158 7.77 Reduce 0.03% <0.01 $23.40–29.25 · VW $26.87i $17,908,000 SEC
2017   Q2 658,340 7.50 Reduce 21.88% 2.38 $22.35–25.45 · VW $24.11i $15,993,000 SEC
2017   Q1 842,740 10.89 Add 12.11% 1.18 $21.00–23.75 · VW $22.12i $19,258,000 SEC
2016   Q4 751,707 15.01 $21.35 $16,046,000 SEC
Price snapshot:
Current price$72.76
52-week low$62.56
52-week high$109.00