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  Carvana Co. (CVNA)
← All CVNA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 36,740 0.02 Reduce 18.12% <0.01 $54.46–97.38 · VW $73.05i $2,310,064 SEC
2025   Q4 44,870 0.02 Reduce 14.17% <0.01 $57.01–97.07 · VW $76.88i $3,787,207 SEC
2025   Q3 52,280 0.01 Reduce 10.59% <0.01 $63.63–82.67 · VW $72.21i $3,944,421 SEC
2025   Q2 58,475 0.01 Buy 0.01 $29.65–70.29 · VW $55.01i $3,940,747 SEC
Price snapshot:
Current price$64.99
Avg. buy price$67.39
+/- since buy-3.56%
52-week low$54.46
52-week high$97.38