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  Firefly Aerospace Inc. (FLY)
← All FLY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 25,499 0.01 Buy 0.01 $18.11–34.37 · VW $24.82i $725,957 SEC
Price snapshot:
Current price$22.27
Avg. buy price$28.47
+/- since buy-21.78%
52-week low$16.00
52-week high$73.80