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  Acuity Inc. (AYI)
← All AYI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $257.04–380.17 · VW $306.43i SEC
2025   Q4 1,061 <0.01 Reduce 33.81% <0.01 $335.50–379.17 · VW $360.95i $382,002 SEC
2025   Q3 1,603 <0.01 Add 4.09% <0.01 $282.78–349.00 · VW $321.54i $552,057 SEC
2025   Q2 1,540 <0.01 Buy <0.01 $216.81–310.09 · VW $260.46i $459,444 SEC
Price snapshot:
Current price$325.36
52-week low$256.86
52-week high$379.66