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 Allison Transmission Holdings, Inc. (ALSN)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2025 Q3	0	0.00	Sell 100.00%	<0.01	$83.73–99.50 · VW $88.64i		SEC
2025 Q2	4,389	<0.01	Buy	<0.01	$80.39–106.71 · VW $95.64i	$416,911	SEC

Price snapshot:

Current price$115.98

52-week low$75.38

52-week high$137.28