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  CDW Corp. (CDW)
← All CDW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 0.01 $162.91–208.71 · VW $181.60i SEC
2021   Q4 19,742 0.01 Add 10.59% <0.01 $172.24–207.67 · VW $191.90i $4,043,000 SEC
2021   Q3 17,852 0.01 Add 3.62% <0.01 $171.33–203.82 · VW $188.01i $3,249,000 SEC
2021   Q2 17,229 0.01 Add 7.90% <0.01 $162.47–184.58 · VW $172.28i $3,009,000 SEC
2021   Q1 15,967 0.01 Add 9.98% <0.01 $125.46–168.96 · VW $148.46i $2,647,000 SEC
2020   Q4 14,518 <0.01 Buy <0.01 $117.02–146.95 · VW $130.59i $1,913,000 SEC
Price snapshot:
Current price$144.36
52-week low$96.55
52-week high$180.18