Question 1

What stocks did Pat Dorsey sell this quarter?

Accepted Answer

In the Q2 '26 13F filing, Pat Dorsey fully exited 0 positions and reduced 2 existing holdings. Combined sell footprint: approximately $57.4M based on prior-quarter values.

Question 2

What was Pat Dorsey's biggest sell?

Accepted Answer

Pat Dorsey's largest reduction in the Q2 '26 filing was ASML HLDG NV (ASML).

Question 3

How are these "sells" calculated?

Accepted Answer

Sells are derived from quarter-over-quarter changes in 13F filings. SOLD positions appeared in the prior filing but not the current one; REDUCED positions are existing holdings where share count fell. Note: 13F filings only cover long U.S. equity positions, so apparent "sells" could be short-side hedges or moves to other instruments.

Ticker	Company	Shares Now	Value Now	% Portfolio	Change
ASML	ASML HLDG NV	130364	$259.4M	16.61%	-7.1%
SUNB	SUNBELT RENTALS HOLDINGS INC	1150578	$86.1M	5.51%	-47.8%

Pat Dorsey — Recent Sells

Reduced positions (2)