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  Armstrong World Industries, Inc. (AWI)
← All AWI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $159.00–206.05 · VW $177.97i SEC
2025   Q4 1,511 <0.01 Add 27.30% <0.01 $177.96–206.08 · VW $190.36i $288,752 SEC
2025   Q3 1,187 <0.01 Buy <0.01 $161.56–200.84 · VW $189.31i $232,664 SEC
Price snapshot:
Current price$155.69
52-week low$150.28
52-week high$205.21