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  Babcock & Wilcox Enterprises, Inc. (BW)
← All BW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 271,492 0.03 Add 122.02% 0.02 $5.91–16.24 · VW $11.24i $3,988,217 SEC
2025   Q4 122,280 <0.01 Buy <0.01 $2.70–7.77 · VW $5.44i $775,255 SEC
Price snapshot:
Current price$10.93
Avg. buy price$10.93
+/- since buy0.01%
52-week low$0.87
52-week high$22.03