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  Applied Industrial Technologies, Inc. (AIT)
← All AIT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 $238.34–270.71 · VW $255.96i SEC
2025   Q2 1,565 <0.01 Reduce 92.60% <0.01 $221.52–280.95 · VW $255.35i $363,784 SEC
2025   Q1 21,160 0.01 Add 14.03% <0.01 $199.96–253.16 · VW $226.55i $4,768,214 SEC
2024   Q4 18,556 0.01 Add 14.51% <0.01 $235.58–278.57 · VW $254.91i $4,443,616 SEC
2024   Q3 16,204 0.01 Add 113.35% <0.01 $191.31–282.98 · VW $249.67i $3,615,568 SEC
2024   Q2 7,595 <0.01 Buy <0.01 $181.35–223.15 · VW $203.21i $1,473,488 SEC
Price snapshot:
Current price$329.35
52-week low$237.08
52-week high$345.48