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  Dutch Bros Inc. (BROS)
← All BROS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 $50.31–74.65 · VW $62.37i SEC
2025   Q2 14,663 <0.01 Reduce 78.48% <0.01 $47.26–77.88 · VW $65.98i $1,002,509 SEC
2025   Q1 68,124 0.01 Reduce 35.13% <0.01 $48.51–86.88 · VW $66.58i $4,205,948 SEC
2024   Q4 105,023 0.01 Add 137.39% <0.01 $30.49–58.10 · VW $45.65i $5,501,118 SEC
2024   Q3 44,241 <0.01 Buy <0.01 $26.96–43.49 · VW $34.25i $1,417,038 SEC
Price snapshot:
Current price$66.46
52-week low$44.58
52-week high$74.65