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  TopBuild Corp. (BLD)
← All BLD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% <0.01 $266.26–328.94 · VW $299.08i SEC
2025   Q1 4,931 <0.01 Reduce 5.54% <0.01 $288.31–365.58 · VW $317.18i $1,503,708 SEC
2024   Q4 5,220 <0.01 Add 28.10% <0.01 $302.70–417.79 · VW $361.93i $1,625,195 SEC
2024   Q3 4,075 <0.01 Buy <0.01 $350.86–495.68 · VW $418.19i $1,657,751 SEC
Price snapshot:
Current price$354.53
52-week low$330.51
52-week high$559.47