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  e.l.f. Beauty, Inc. (ELF)
← All ELF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% <0.01 $67.37–147.75 · VW $95.03i SEC
2025   Q3 6,478 <0.01 Add 67.65% <0.01 $94.00–150.99 · VW $122.76i $858,205 SEC
2025   Q2 3,864 <0.01 Reduce 94.43% <0.01 $49.40–130.67 · VW $90.25i $480,836 SEC
2025   Q1 69,325 0.01 Add 12.77% <0.01 $60.35–137.19 · VW $81.14i $4,352,896 SEC
2024   Q4 61,473 0.02 Reduce 4.14% <0.01 $98.50–147.33 · VW $118.58i $7,717,934 SEC
2024   Q3 64,126 0.02 Buy 0.02 $107.65–219.77 · VW $150.44i $6,991,671 SEC
Price snapshot:
Current price$75.10
52-week low$48.82
52-week high$150.99