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  AZZ Inc. (AZZ)
← All AZZ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 14,438 0.01 Buy 0.01 $118.42–151.67 · VW $135.20i $1,806,627 SEC
Price snapshot:
Current price$146.49
Avg. buy price$125.13
+/- since buy17.07%
52-week low$92.36
52-week high$161.93