Ownership history in Dorsal Capital Management, LP Β· 12 quarters on record
This page tracks every 13F SEC filing in which Dorsal Capital Management, LP reported a position in PLANET FITNESS INC (PLNT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Dorsal Capital Management, LP underperformed the S&P 500 by β6.5% annually on this PLNT position. Timing score: 64% (7/11 decisions correct). Average cost basis: $80.42. Maximum drawdown during holding period: β19.4%.
β Significantly underperformed the S&P 500 by 6.5% ann.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 11 add/trim decisions correct
Best entry: $62.63 (2024 Q1) Β· Worst: $109.05 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 2 trims. Bought during 3 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Dorsal Capital Management, LP has been actively increasing its PLNT allocation β a bullish signal from insiders.
Currently 10.37% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size