Dan Polen - Polen Capital Management LLC

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 ADTRAN Holdings, Inc. (ADTN)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	75,688	0.01	Buy	0.01	$8.50–13.10 · VW $10.57i	$952,155	SEC

Price snapshot:

Current price$12.43

Avg. buy price$12.58

+/- since buy-1.19%

52-week low$7.11

52-week high$19.98