Dorsey Asset Management, LLC ENOV ENOVIS CORPORATION

Ownership history in Dorsey Asset Management, LLC  ·  3 quarters on record

AI Ownership Summary

Dorsey Asset Management, LLC reported ENOVIS CORPORATION (ENOV) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 7.18% in 2025 Q2. The latest visible filing shows ENOV at 5.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ENOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dorsey Asset Management, LLC's position in ENOVIS CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ENOV was reported at 5.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.18% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Dorsey Asset Management, LLC held ENOV — position size vs. price
% of Fund (quarterly)    ENOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5.0% -14.6% 2,279,200 -120,122 -5.0% 5.28% $60.7M 2026-02-17 $21.63
2025 Q3 REDUCED 6.0% -10.7% 2,399,322 -153,858 -6.0% 6.54% $72.8M 2025-11-14 $29.99
2025 Q2 INITIATED 2,553,180 7.18% $80.1M 2025-08-14 $28.82

FAQ About Dorsey Asset Management, LLC and ENOV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dorsey Asset Management, LLC reported owning ENOV?

Dorsey Asset Management, LLC reported ENOV across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported ENOV position in Dorsey Asset Management, LLC's portfolio?

The largest reported portfolio weight for ENOV was 7.18% in 2025 Q2.

What is the latest reported ENOV position on this page?

The most recent filing on this page is 2025 Q4, when Dorsey Asset Management, LLC reported 2,279,200 shares, equal to 5.28% of portfolio, with an estimated market value of $60.7M.

What does the chart on this ENOV ownership page compare?

The chart compares Dorsey Asset Management, LLC's quarterly ENOV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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