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  CECO Environmental Corp. (CECO)
← All CECO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 143,231 0.06 Add 105.28% 0.03 $50.10–92.00 · VW $72.28i $8,533,703 SEC
2025   Q4 69,775 0.02 Add 15.86% <0.01 $50.59–81.72 · VW $64.25i $4,176,034 SEC
2025   Q3 60,223 0.01 Add 228.78% <0.01 $42.82–56.19 · VW $50.39i $3,083,418 SEC
2025   Q2 18,317 <0.01 Buy <0.01 $25.96–48.59 · VW $40.05i $518,554 SEC
Price snapshot:
Current price$81.90
Avg. buy price$53.15
+/- since buy54.10%
52-week low$29.84
52-week high$101.24