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  Argan, Inc. (AGX)
← All AGX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 17,981 0.07 Reduce 27.75% <0.01 $305.69–588.00 · VW $445.52i $9,793,352 SEC
2025   Q4 24,886 0.03 Reduce 33.70% 0.01 $255.60–399.30 · VW $323.11i $7,797,282 SEC
2025   Q3 37,533 0.03 Reduce 16.26% <0.01 $196.90–279.00 · VW $236.34i $10,135,787 SEC
2025   Q2 44,821 0.03 Buy 0.03 $111.16–246.60 · VW $187.03i $9,882,134 SEC
Price snapshot:
Current price$599.74
Avg. buy price$220.48
+/- since buy172.02%
52-week low$195.77
52-week high$805.75