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  FTAI Aviation Ltd. (FTAI)
← All FTAI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,762 <0.01 Reduce 35.88% <0.01 $198.03–323.51 · VW $270.14i $431,690 SEC
2025   Q4 2,748 <0.01 Reduce 74.57% <0.01 $149.50–201.00 · VW $175.69i $540,944 SEC
2025   Q3 10,805 0.01 Reduce 26.31% <0.01 $108.47–184.44 · VW $146.03i $1,802,922 SEC
2025   Q2 14,662 0.01 Buy 0.01 $81.45–136.55 · VW $111.34i $1,686,716 SEC
Price snapshot:
Current price$209.88
Avg. buy price$115.04
+/- since buy82.44%
52-week low$109.06
52-week high$322.42