Pat Dorsey - Dorsey Asset Management, LLC

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 S&P Global Inc. (SPGI)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	235,376	7.54	Buy	7.54	$361.03–502.78 · VW $423.93i	$94,715,987	SEC

Price snapshot:

Current price$437.84

Avg. buy price$402.40

+/- since buy8.81%

52-week low$359.36

52-week high$543.27