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Dorsey Asset Management’s Enovis ENOV Stock Holding History

Dorsey Asset Management’s Portfolio ENOV Stock Details ENOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,279,200
Closed -$60.7M – 13
2025
Q4 		$60.7M Sell
2,279,200
-120,122
-5% -$3.55M 5.28% 10
2025
Q3 		$72.8M Sell
2,399,322
-153,858
-6% -$4.67M 6.54% 9
2025
Q2 		$80.1M Buy
+2,553,180
New +$84.5M 7.18% 8

Other funds holding ENOV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Dorsey Asset Management's ENOV Position: Q1 2026 in Review

Dorsey Asset Management sold out of Enovis (ENOV) in Q1 2026, closing a stake of 2,279,200 shares — an estimated $60.7M sold.

Dorsey Asset Management first reported a position in ENOV in Q2 2025 and held it in 3 quarters. The position peaked at $80.1M in Q2 2025. 254 funds tracked by Wall St. Rank hold ENOV as of Q1 2026.

  • Dorsey Asset Management reported no remaining Enovis position as of Q1 2026 after selling out during the quarter.
  • Dorsey Asset Management sold 2,279,200 Enovis shares in Q1 2026, an estimated $60.7M.
  • Dorsey Asset Management first reported a position in Enovis in Q2 2025 and held it in 3 quarters.
  • Dorsey Asset Management's Enovis position peaked at $80.1M in Q2 2025.
  • 254 funds tracked by Wall St. Rank held Enovis as of Q1 2026.

Based on Dorsey Asset Management's 13F filing for Q1 2026, filed 15 May 2026.