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  Graham Corp. (GHM)
← All GHM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 17,813 0.01 Add 186.52% <0.01 $74.70–103.53 · VW $92.79i $1,405,802 SEC
2025   Q4 6,217 <0.01 Buy <0.01 $55.07–91.91 · VW $76.07i $399,318 SEC
Price snapshot:
Current price$102.70
Avg. buy price$73.79
+/- since buy39.17%
52-week low$46.08
52-week high$125.82