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  Fox Factory Hldg Corp (FOXF)
← All FOXF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% <0.01 $23.19–31.17 · VW $26.67i SEC
2024   Q4 41,273 <0.01 Reduce 39.94% <0.01 $28.33–41.69 · VW $33.13i $1,249,336 SEC
2024   Q3 68,723 0.01 Reduce 14.67% <0.01 $34.56–54.85 · VW $44.80i $2,851,986 SEC
2024   Q2 80,541 0.01 Reduce 14.38% <0.01 $37.98–52.84 · VW $45.03i $3,881,285 SEC
2024   Q1 94,073 0.01 Reduce 1.73% <0.01 $44.10–70.13 · VW $55.37i $4,898,356 SEC
2023   Q4 95,726 0.02 Add 5.92% <0.01 $49.12–99.75 · VW $68.93i $6,459,559 SEC
2023   Q3 90,372 0.02 Reduce 1.38% <0.01 $92.91–117.68 · VW $106.90i $8,954,025 SEC
2023   Q2 91,640 0.02 Reduce 5.06% <0.01 $87.51–125.08 · VW $103.18i $9,943,859 SEC
2023   Q1 96,524 0.03 Reduce 5.40% <0.01 $90.61–127.54 · VW $115.57i $11,715,205 SEC
2022   Q4 102,037 0.03 Reduce 43.42% 0.02 $73.05–113.98 · VW $93.08i $9,308,836 SEC
2022   Q3 180,336 0.04 Add 8.85% <0.01 $77.34–113.63 · VW $91.41i $14,261,000 SEC
2022   Q2 165,681 0.04 Reduce 15.56% <0.01 $69.28–102.53 · VW $82.48i $13,344,000 SEC
2022   Q1 196,203 0.04 Add 13.43% <0.01 $93.42–171.80 · VW $117.92i $19,218,000 SEC
2021   Q4 172,966 0.05 Add 25.24% 0.01 $141.39–190.29 · VW $167.61i $29,422,000 SEC
2021   Q3 138,109 0.04 Add 8.26% <0.01 $137.43–172.25 · VW $152.78i $19,962,000 SEC
2021   Q2 127,566 0.04 Add 6.61% <0.01 $126.50–166.88 · VW $152.01i $19,857,000 SEC
2021   Q1 119,659 0.03 Add 21.65% <0.01 $101.82–144.26 · VW $126.28i $15,204,000 SEC
2020   Q4 98,363 0.02 Add 24.03% <0.01 $73.53–108.89 · VW $90.57i $10,398,000 SEC
2020   Q3 79,307 0.02 Add 19.18% <0.01 $69.95–113.41 · VW $86.53i $5,895,000 SEC
2020   Q2 66,545 0.02 Add 24.69% <0.01 $34.58–91.84 · VW $65.88i $5,497,000 SEC
2020   Q1 53,367 0.01 Add 67.38% <0.01 $35.51–79.19 · VW $56.74i $2,241,000 SEC
2019   Q4 31,884 0.01 Add 15.68% <0.01 $59.01–69.99 · VW $64.32i $2,218,000 SEC
2019   Q3 27,563 0.01 Add 0.81% <0.01 $59.63–86.91 · VW $73.22i $1,716,000 SEC
2019   Q2 27,342 0.01 Add 8.30% <0.01 $65.07–83.74 · VW $74.50i $2,256,000 SEC
2019   Q1 25,247 0.01 Add 6.98% <0.01 $54.21–71.70 · VW $63.91i $1,765,000 SEC
2018   Q4 23,599 0.01 Add 46.86% <0.01 $49.97–76.77 · VW $62.03i $1,389,000 SEC
2018   Q3 16,069 0.01 Add 9.15% <0.01 $45.90–73.10 · VW $60.57i $1,126,000 SEC
2018   Q2 14,722 <0.01 Add 12.20% <0.01 $33.20–48.00 · VW $38.53i $685,000 SEC
2018   Q1 13,121 <0.01 Add 42.59% <0.01 $33.50–41.05 · VW $36.93i $458,000 SEC
2017   Q4 9,202 <0.01 Add 76.42% <0.01 $36.35–46.80 · VW $40.87i $357,000 SEC
2017   Q3 5,216 <0.01 Buy <0.01 $35.25–43.55 · VW $39.08i $225,000 SEC