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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  Comfort Systems USA, Inc. (FIX)
← All FIX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% <0.01 $276.44–541.54 · VW $433.03i SEC
2025   Q1 1,166 <0.01 Buy <0.01 $303.24–553.09 · VW $394.45i $375,837 SEC
Price snapshot:
Current price$1,732.03
52-week low$512.84
52-week high$2,073.18
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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