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
← All CRL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% <0.01 $146.64–193.56 · VW $164.38i SEC
2024   Q4 4,248 <0.01 Reduce 22.82% <0.01 $176.48–230.02 · VW $192.79i $784,181 SEC
2024   Q3 5,504 <0.01 Reduce 3.69% <0.01 $186.21–254.15 · VW $213.85i $1,084,123 SEC
2024   Q2 5,715 <0.01 Reduce 5.69% <0.01 $203.60–273.32 · VW $223.87i $1,180,605 SEC
2024   Q1 6,060 <0.01 Reduce 4.24% <0.01 $201.01–275.00 · VW $239.96i $1,641,957 SEC
2023   Q4 6,328 <0.01 Add 26.43% <0.01 $161.65–239.84 · VW $193.56i $1,495,939 SEC
2023   Q3 5,005 <0.01 Add 1.01% $191.10–218.83 · VW $204.77i $980,880 SEC
2023   Q2 4,955 <0.01 Reduce 9.40% <0.01 $181.22–212.91 · VW $197.44i $1,041,789 SEC
2023   Q1 5,469 <0.01 Reduce 3.85% <0.01 $188.85–262.00 · VW $223.78i $1,103,754 SEC
2022   Q4 5,688 <0.01 Add 22.32% <0.01 $189.76–252.40 · VW $218.70i $1,239,415 SEC
2022   Q3 4,650 <0.01 Reduce 0.75% $181.36–250.82 · VW $215.91i $915,000 SEC
2022   Q2 4,685 <0.01 Buy <0.01 $203.37–308.15 · VW $240.61i $1,002,000 SEC
Price snapshot:
Current price$229.75
52-week low$144.26
52-week high$237.86