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  Carpenter Technology Corp. (CRS)
← All CRS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 12,431 0.03 Add 105.06% 0.02 $305.62–459.18 · VW $397.67i $4,899,679 SEC
2025   Q4 6,062 0.01 Reduce 0.41% $284.16–355.00 · VW $319.00i $1,908,560 SEC
2025   Q3 6,087 <0.01 Reduce 35.76% <0.01 $228.00–330.50 · VW $291.47i $1,494,602 SEC
2025   Q2 9,475 0.01 Buy 0.01 $198.45–290.84 · VW $246.23i $2,618,701 SEC
Price snapshot:
Current price$566.85
Avg. buy price$336.72
+/- since buy68.34%
52-week low$227.57
52-week high$625.99