Dan Polen - Polen Capital Management
626 trades
· 406 closed
· 220 open
· Win rate: 50%
· Avg return: +30.9%
· Median return: 0%
⚠ 4 of these positions have a value-scale error in the underlying SEC filing
(an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked
data error below and excluded from the stats above, but their
quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.
| Stock | Entry Quarter |
Entry Price |
Exit Quarter |
Exit / Current Price |
Return | Status | Filings |
|---|---|---|---|---|---|---|---|
| Q2 2025 | $14.88 | Q3 2025 | $7.98 | -46.37% | Closed | History | |
| Q2 2025 | $75.47 | Q4 2025 | $40.18 | -46.76% | Closed | History | |
| Q4 2017 | $49.15 | Q1 2025 | $24.46 | -50.23% | Closed | History | |
| Q1 2021 | $44.51 | Q2 2025 | $22.00 | -50.57% | Closed | History | |
| Q3 2018 | $7.03 | Q4 2018 | $3.34 | -52.49% | Closed | History | |
| Q4 2020 | $19.23 | Open | $8.78 | -54.34% | Open | History | |
| Q1 2026 | $3.88 | Open | $1.75 | -54.90% | Open | History | |
| Q3 2025 | $97.63 | Open | $42.63 | -56.34% | Open | History | |
| Q4 2017 | $187.82 | Q1 2019 | $81.38 | -56.67% | Closed | History | |
| Q3 2025 | $1.67 | Open | $0.70 | -57.93% | Open | History | |
| Q3 2025 | $682.91 | Open | $282.43 | -58.64% | Open | History | |
| Q2 2021 | $363.45 | Open | $143.67 | -60.47% | Open | History | |
| Q1 2022 | $28.98 | Q1 2024 | $11.35 | -60.84% | Closed | History | |
| Q4 2024 | $71.59 | Open | $27.68 | -61.34% | Open | History | |
| Q3 2021 | $666.94 | Q2 2024 | $244.45 | -63.35% | Closed | History | |
| Q4 2020 | $76.75 | Q3 2024 | $25.54 | -66.72% | Closed | History | |
| Q4 2023 | $204.91 | Q1 2025 | $66.47 | -67.56% | Closed | History | |
| Q4 2021 | $152.31 | Q3 2023 | $42.00 | -72.42% | Closed | History | |
| Q1 2021 | $45.14 | Q4 2022 | $12.05 | -73.31% | Closed | History | |
| Q2 2025 | $39.56 | Open | $8.60 | -78.26% | Open | History | |
| Q3 2021 | $30.03 | Q2 2023 | $6.46 | -78.49% | Closed | History | |
| Q4 2021 | $21.21 | Q2 2023 | $4.00 | -81.14% | Closed | History | |
| Q1 2022 | $120.80 | Q1 2025 | $19.24 | -84.07% | Closed | History | |
| Q2 2021 | $25.20 | Q4 2021 | $3.92 | -84.44% | Closed | History | |
| Q2 2021 | $50.35 | Q2 2023 | $6.04 | -88.00% | Closed | History | |
| Q4 2023 | $2,915.01 | Q1 2025 | $199.49 | -93.16% | Closed | History | |
| Q2 2017 | $97.76 | Q4 2025 | $182.22 | data error | Closed | History | |
| Q1 2020 | $144.08 | Q1 2024 | $115.24 | data error | Closed | History | |
| Q4 2023 | $15,211.53 | Q1 2025 | $216.35 | data error | Closed | History | |
| Q4 2023 | $13,558.17 | Open | $100.52 | data error | Open | History |
Entry/exit prices and returns are split-adjusted to today's share basis.
The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split
quarter's price will look higher than the split-adjusted entry above.