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  ADT Inc. (ADT)
← All ADT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $6.25–8.35 · VW $7.44i SEC
2025   Q4 49,368 <0.01 Reduce 36.82% <0.01 $7.76–8.89 · VW $8.31i $398,400 SEC
2025   Q3 78,137 <0.01 Add 7.15% <0.01 $8.15–8.94 · VW $8.58i $680,573 SEC
2025   Q2 72,926 <0.01 Buy <0.01 $7.38–8.72 · VW $8.22i $617,683 SEC
Price snapshot:
Current price$6.78
52-week low$6.15
52-week high$8.73