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  Core & Main, Inc. (CNM)
← All CNM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.01 $47.82–67.18 · VW $57.97i SEC
2025   Q2 34,013 0.01 Reduce 72.78% 0.01 $43.17–62.47 · VW $54.53i $2,052,685 SEC
2025   Q1 124,953 0.02 Reduce 7.94% <0.01 $43.20–58.22 · VW $50.65i $6,036,491 SEC
2024   Q4 135,737 0.02 Reduce 7.92% <0.01 $41.64–57.23 · VW $47.82i $6,910,386 SEC
2024   Q3 147,407 0.02 Reduce 7.29% <0.01 $37.22–54.68 · VW $46.13i $6,544,868 SEC
2024   Q2 158,999 0.02 Reduce 0.63% <0.01 $45.51–62.15 · VW $54.34i $7,781,391 SEC
2024   Q1 160,014 0.02 Reduce 14.50% <0.01 $38.51–58.26 · VW $45.52i $9,160,810 SEC
2023   Q4 187,140 0.02 Buy 0.02 $27.98–40.70 · VW $34.01i $7,562,316 SEC
Price snapshot:
Current price$44.74
52-week low$43.96
52-week high$67.18