Dorsal Capital Management’s Planet Fitness PLNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$188M	Sell	2,525,000 -225,000	-8%	-$19.8M	7.47%	3
2025 Q4	$298M	Buy	2,750,000 +425,000	+18%	+$43.7M	10.48%	1
2025 Q3	$241M	Sell	2,325,000 -150,000	-6%	-$15.9M	6.52%	4
2025 Q2	$270M	Buy	2,475,000 +175,000	+8%	+$17.5M	7.68%	2
2025 Q1	$222M	Buy	2,300,000 +300,000	+15%	+$30.2M	7.17%	3
2024 Q4	$198M	Sell	2,000,000 -950,000	-32%	-$86.7M	5.95%	8
2024 Q3	$240M	Buy	2,950,000 +42,807	+1%	+$3.35M	7.73%	3
2024 Q2	$214M	Buy	2,907,193 +207,193	+8%	+$13.4M	7.36%	4
2024 Q1	$169M	Buy	2,700,000 +200,000	+8%	+$13.4M	5.62%	6
2023 Q4	$183M	Buy	+2,500,000	New	+$154M	5.9%	7
2023 Q3	–	Sell	-1,250,000	Closed	-$84.3M	–	29
2023 Q2	$84.3M	Buy	1,250,000 +400,000	+47%	+$28.7M	3.38%	13
2023 Q1	$66M	Buy	+850,000	New	+$67.9M	2.55%	18
2021 Q1	–	Sell	-825,000	Closed	-$64M	–	23
2020 Q4	$64M	Buy	+825,000	New	+$57.7M	3.71%	15