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  Five Below, Inc. (FIVE)
← All FIVE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q4 0 0.00 Sell 100.00% <0.01 $79.14–122.00 · VW $97.50i SEC
2024   Q3 5,004 <0.01 Reduce 75.92% <0.01 $64.87–109.61 · VW $82.46i $442,103 SEC
2024   Q2 20,784 0.01 Reduce 8.16% <0.01 $106.21–182.99 · VW $135.01i $2,264,832 SEC
2024   Q1 22,630 0.01 Reduce 25.70% <0.01 $169.94–216.18 · VW $190.29i $4,104,629 SEC
2023   Q4 30,457 0.02 Reduce 60.66% 0.02 $153.22–215.82 · VW $184.52i $6,492,163 SEC
2023   Q3 77,428 0.03 Add 6.01% <0.01 $144.57–209.12 · VW $176.19i $12,458,120 SEC
2023   Q2 73,038 0.04 Reduce 1.95% <0.01 $165.58–220.19 · VW $191.34i $14,354,917 SEC
2023   Q1 74,490 0.04 Reduce 17.83% <0.01 $169.35–212.56 · VW $196.96i $15,342,852 SEC
2022   Q4 90,653 0.05 Reduce 18.11% <0.01 $130.15–188.67 · VW $160.07i $16,033,796 SEC
2022   Q3 110,707 0.04 Add 35.16% 0.01 $109.49–149.89 · VW $131.53i $15,241,000 SEC
2022   Q2 81,911 0.02 Add 412.84% 0.02 $110.09–186.10 · VW $137.74i $9,291,000 SEC
2022   Q1 15,972 <0.01 Buy <0.01 $143.44–214.50 · VW $166.15i $2,529,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.01 $96.61–140.14 · VW $114.96i SEC
2020   Q2 22,763 0.01 Add 131.97% <0.01 $59.30–118.95 · VW $96.97i $2,434,000 SEC
2020   Q1 9,813 <0.01 Add 68.67% <0.01 $47.53–128.85 · VW $94.13i $691,000 SEC
2019   Q4 5,818 <0.01 Add 15.71% <0.01 $115.33–135.00 · VW $124.84i $744,000 SEC
2019   Q3 5,028 <0.01 Add 1.05% $102.63–137.97 · VW $121.48i $634,000 SEC
2019   Q2 4,976 <0.01 Add 8.10% <0.01 $117.05–148.22 · VW $130.65i $597,000 SEC
2019   Q1 4,603 <0.01 Add 7.02% <0.01 $99.31–133.65 · VW $120.84i $572,000 SEC
2018   Q4 4,301 <0.01 Reduce 9.55% <0.01 $86.57–130.90 · VW $108.40i $440,000 SEC
2018   Q3 4,755 <0.01 Reduce 6.51% <0.01 $95.61–136.13 · VW $113.91i $618,000 SEC
2018   Q2 5,086 <0.01 Add 31.15% <0.01 $69.37–103.99 · VW $80.22i $497,000 SEC
2018   Q1 3,878 <0.01 Buy <0.01 $60.00–73.55 · VW $68.28i $284,000 SEC
Price snapshot:
Current price$191.53
52-week low$127.87
52-week high$251.63