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 Ferguson Enterprises Inc. (FERG)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2025 Q1	0	0.00	Sell 100.00%	<0.01	$152.52–187.82 · VW $171.31i		SEC
2024 Q4	1,238	<0.01	Buy	<0.01	$171.68–223.22 · VW $197.61i	$214,880	SEC

Price snapshot:

Current price$233.19

52-week low$204.50

52-week high$269.59