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 Barrett Business Svcs Inc (BBSI)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2025 Q4	0	0.00	Sell 100.00%	0.01	$33.01–45.53 · VW $37.88i		SEC
2025 Q3	36,833	0.01	Add 22.19%	<0.01	$41.36–49.65 · VW $45.99i	$1,632,439	SEC
2025 Q2	30,143	<0.01	Buy	<0.01	$37.46–42.99 · VW $40.89i	$1,256,662	SEC