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  Floor & Decor Holdings, Inc. (FND)
← All FND superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% <0.01 $66.09–86.23 · VW $74.87i SEC
2025   Q1 8,924 <0.01 Reduce 8.94% <0.01 $66.01–108.76 · VW $90.99i $718,114 SEC
2024   Q4 9,800 <0.01 Add 34.87% <0.01 $94.43–122.90 · VW $106.03i $977,060 SEC
2024   Q3 7,266 <0.01 Reduce 4.83% <0.01 $89.06–124.68 · VW $101.39i $902,219 SEC
2024   Q2 7,635 <0.01 Reduce 51.23% <0.01 $98.69–129.79 · VW $113.93i $758,995 SEC
2024   Q1 15,655 <0.01 Reduce 49.92% <0.01 $100.07–135.67 · VW $114.13i $2,029,201 SEC
2023   Q4 31,263 <0.01 Reduce 26.47% <0.01 $76.30–116.70 · VW $89.50i $3,487,700 SEC
2023   Q3 42,517 0.01 Reduce 3.59% <0.01 $88.45–116.03 · VW $100.59i $3,847,789 SEC
2023   Q2 44,100 0.01 Reduce 4.97% <0.01 $87.45–104.98 · VW $95.22i $4,584,636 SEC
2023   Q1 46,405 0.01 Reduce 1.09% <0.01 $69.13–102.61 · VW $89.84i $4,557,899 SEC
2022   Q4 46,917 0.01 Reduce 5.28% <0.01 $63.51–84.26 · VW $72.83i $3,266,831 SEC
2022   Q3 49,531 0.01 Add 47.34% <0.01 $63.09–102.15 · VW $80.75i $3,480,000 SEC
2022   Q2 33,616 0.01 Reduce 4.50% <0.01 $59.91–89.23 · VW $74.56i $2,116,000 SEC
2022   Q1 35,201 0.01 Add 650.71% <0.01 $79.40–131.88 · VW $98.47i $2,851,000 SEC
2021   Q4 4,689 <0.01 Buy <0.01 $113.92–145.89 · VW $129.10i $610,000 SEC
2021   Q2 0 0.00 Sell 100.00% 0.01 $93.33–116.58 · VW $104.38i SEC
2021   Q1 40,703 0.01 Reduce 57.38% 0.01 $81.21–108.54 · VW $97.21i $3,886,000 SEC
2020   Q4 95,497 0.02 Add 29.26% <0.01 $69.39–101.63 · VW $83.60i $8,867,000 SEC
2020   Q3 73,879 0.01 Add 18.64% <0.01 $57.43–77.12 · VW $69.12i $5,526,000 SEC
2020   Q2 62,273 0.01 Add 40.59% <0.01 $26.08–59.38 · VW $45.88i $3,590,000 SEC
2020   Q1 44,294 0.01 Add 66.80% <0.01 $24.36–62.62 · VW $42.31i $1,421,000 SEC
2019   Q4 26,555 0.01 Add 15.71% <0.01 $39.50–51.46 · VW $46.47i $1,349,000 SEC
2019   Q3 22,949 0.01 Add 1.23% <0.01 $35.91–53.00 · VW $45.31i $1,174,000 SEC
2019   Q2 22,671 <0.01 Add 7.92% <0.01 $35.17–48.72 · VW $41.25i $950,000 SEC
2019   Q1 21,008 <0.01 Add 6.91% <0.01 $26.64–42.18 · VW $35.48i $866,000 SEC
2018   Q4 19,650 <0.01 Buy <0.01 $23.30–34.94 · VW $29.18i $509,000 SEC
Price snapshot:
Current price$54.95
52-week low$42.64
52-week high$92.40