Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  AAON, Inc. (AAON)
← All AAON superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 $62.00–95.24 · VW $81.76i SEC
2025   Q2 3,203 <0.01 Reduce 93.52% <0.01 $68.98–107.02 · VW $86.50i $236,221 SEC
2025   Q1 49,466 0.01 Add 56.75% <0.01 $69.52–137.90 · VW $92.59i $3,864,790 SEC
2024   Q4 31,557 0.01 Reduce 4.16% <0.01 $105.44–144.07 · VW $123.94i $3,713,569 SEC
2024   Q3 32,928 0.01 Reduce 5.61% <0.01 $79.65–109.46 · VW $92.69i $3,550,997 SEC
2024   Q2 34,884 0.01 Buy 0.01 $70.28–96.34 · VW $83.28i $3,043,276 SEC
Price snapshot:
Current price$112.19
52-week low$61.74
52-week high$150.36