Dan Polen - Polen Capital Management LLC

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 Eos Energy Enterprises Inc (EOSE)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	0	0.00	Sell 100.00%	<0.01	$4.37–18.74 · VW $10.33i		SEC
2025 Q4	21,080	<0.01			$11.46	$241,577	SEC
2025 Q3	21,080	<0.01	Buy	<0.01	$4.45–13.51 · VW $7.69i	$240,101	SEC