Question 1

Does Dorsey Asset Management own AZO stock?

Accepted Answer

No. Dorsey Asset Management exited its AZO (AutoZone) position in Q1 2026. Its Q4 2025 13F listed 25,121 shares worth $85.2M.

Question 2

How many shares of AZO does Dorsey Asset Management own?

Accepted Answer

None since Q1 2026, when Dorsey Asset Management exited the position. Its Q4 2025 13F listed 25,121 shares worth $85.2M.

Question 3

What is Dorsey Asset Management's AZO position worth?

Accepted Answer

Dorsey Asset Management's AZO position was worth $85.2M in its Q4 2025 13F, before the exit in Q1 2026.

Question 4

Is Dorsey Asset Management buying or selling AZO?

Accepted Answer

In Q1 2026, Dorsey Asset Management exited its entire AZO position.

Question 5

When did Dorsey Asset Management first buy AZO?

Accepted Answer

Dorsey Asset Management first reported AZO in its Q1 2024 13F and listed it in 8 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$3,377.78	0
2025-Q4	Decreased	25,121	-15.9%	$85.2M	7.4%	$3,391.50	0
2025-Q3	Decreased	29,878	-16.2%	$128.2M	11.5%	$4,290.24	0
2025-Q2	Decreased	35,667	-5.0%	$132.4M	11.9%	$3,712.23	0
2025-Q1	Decreased	37,543	-0.1%	$143.1M	15.2%	$3,812.78	0
2024-Q4	Increased	37,570	+27.5%	$120.3M	12.4%	$3,202.00	76
2024-Q3	Decreased	29,458	-2.9%	$92.8M	10.0%	$3,150.04	0