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  BWX Technologies, Inc. (BWXT)
← All BWXT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 38,123 0.05 Add 17.93% <0.01 $173.75–222.29 · VW $202.38i $7,795,772 SEC
2025   Q4 32,328 0.02 Reduce 12.03% <0.01 $164.01–218.50 · VW $190.34i $5,587,572 SEC
2025   Q3 36,748 0.02 Reduce 10.45% <0.01 $133.84–189.25 · VW $162.61i $6,775,229 SEC
2025   Q2 41,037 0.02 Buy 0.02 $84.21–145.33 · VW $121.50i $5,911,790 SEC
Price snapshot:
Current price$177.14
Avg. buy price$153.25
+/- since buy15.59%
52-week low$135.42
52-week high$241.50