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  Cameco Corp. (CCJ)
← All CCJ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 20,210 0.02 Reduce 28.27% <0.01 $92.82–135.24 · VW $115.69i $2,195,008 SEC
2025   Q4 28,174 0.01 Reduce 27.05% <0.01 $77.70–110.16 · VW $93.70i $2,577,639 SEC
2025   Q3 38,622 0.01 Reduce 15.33% <0.01 $68.96–89.13 · VW $77.79i $3,238,841 SEC
2025   Q2 45,616 0.01 Buy 0.01 $35.00–75.42 · VW $57.12i $3,386,076 SEC
Price snapshot:
Current price$90.20
Avg. buy price$74.23
+/- since buy21.51%
52-week low$68.83
52-week high$135.24